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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 | $25,702 | $82,678-68.9% | $125,391-79.5% | $68,490-62.5% |
| Participation rate | 21.0% | 75.1%-54.1pp | 82.4%-61.4pp | 67.9%-46.9pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,120 | $6,111-81.7% | $7,448-85.0% | $4,028-72.2% |
| Admin fee / account holder | $481 | $6,277-92.3% | $10,009-95.2% | $5,403-91.1% |