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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 | $25,599 | $54,370-52.9% | $82,763-69.1% | $68,490-62.6% |
| Participation rate | 13.2% | 63.9%-50.7pp | 72.6%-59.4pp | 67.9%-54.7pp |
| Annual return | -18.06% | -13.67%-4.4pp | 702.45%-720.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $619 | $3,247-80.9% | $4,395-85.9% | $4,028-84.6% |
| Admin fee / account holder | $2,630 | $4,398-40.2% | $5,325-50.6% | $5,403-51.3% |