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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 | $45,265 | $54,355-16.7% | $82,744-45.3% | $68,486-33.9% |
| Participation rate | 14.3% | 63.9%-49.6pp | 72.6%-58.3pp | 67.9%-53.6pp |
| Annual return | -12.48% | -13.67%+1.2pp | 702.22%-714.7pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $159 | $3,246-95.1% | $4,395-96.4% | $4,028-96.1% |
| Admin fee / account holder | $3,300 | $4,397-24.9% | $5,325-38.0% | $5,404-38.9% |