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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 | $20,600 | $43,730-52.9% | $121,220-83.0% | $64,173-67.9% |
| Participation rate | 14.3% | 58.3%-44.1pp | 71.8%-57.5pp | 69.6%-55.3pp |
| Annual return | -4.95% | 68.94%-73.9pp | 16.94%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $355 | $2,281-84.4% | $3,345-89.4% | $3,470-89.8% |
| Admin fee / account holder | $1,850 | $3,502-47.2% | $5,021-63.2% | $4,887-62.1% |