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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 | $37,435 | $49,177-23.9% | $79,476-52.9% | $64,181-41.7% |
| Participation rate | 37.1% | 65.0%-27.9pp | 73.3%-36.2pp | 69.6%-32.4pp |
| Annual return | -2.24% | -1.16%-1.1pp | 718.21%-720.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $789 | $2,821-72.0% | $3,704-78.7% | $3,470-77.3% |
| Admin fee / account holder | $3,064 | $3,839-20.2% | $5,113-40.1% | $4,887-37.3% |