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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,864 | $100,805-18.8% | $86,698-5.6% | $134,532-39.1% |
| Participation rate | 18.2% | 79.0%-60.8pp | 76.6%-58.4pp | 81.2%-63.0pp |
| Annual return | -11.28% | 29.09%-40.4pp | 35.95%-47.2pp | 418.27%-429.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $543 | $5,339-89.8% | $4,656-88.3% | $6,401-91.5% |
| Admin fee / account holder | $440 | $10,925-96.0% | $7,493-94.1% | $11,429-96.2% |