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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 | $19,164 | $90,607-78.8% | $79,467-75.9% | $135,380-85.8% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -7.09% | 977.74%-984.8pp | 718.30%-725.4pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,272 | $3,068+6.6% | $2,800+16.8% | $4,779-31.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $458 | $5,895-92.2% | $5,104-91.0% | $10,828-95.8% |