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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 | $20,870 | $67,352-69.0% | $60,899-65.7% | $134,509-84.5% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.1%-60.6pp | 81.2%-68.7pp |
| Annual return | -17.19% | 49.99%-67.2pp | 16.92%-34.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $383 | $4,539-91.6% | $3,817-90.0% | $6,400-94.0% |
| Admin fee / account holder | $349 | $4,585-92.4% | $3,225-89.2% | $11,427-96.9% |