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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 | $41,791 | $167,522-75.1% | $151,639-72.4% | $134,532-68.9% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.5%-18.7pp | 81.2%-12.5pp |
| Annual return | -15.26% | 7.81%-23.1pp | 3.34%-18.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,946 | $8,986-67.2% | $8,363-64.8% | $6,401-54.0% |
| Admin fee / account holder | $43,313 | $13,780+214.3% | $11,613+273.0% | $11,429+279.0% |