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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 | $31,373 | $133,998-76.6% | $112,263-72.1% | $134,545-76.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -14.18% | 47.17%-61.4pp | 27.49%-41.7pp | 418.37%-432.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $902 | $5,292-83.0% | $4,729-80.9% | $6,401-85.9% |
| Admin fee / account holder | $9,074 | $7,493+21.1% | $6,410+41.5% | $11,431-20.6% |