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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 | $15,130 | $133,998-88.7% | $112,263-86.5% | $134,545-88.8% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -11.71% | 47.17%-58.9pp | 27.49%-39.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $807 | $5,292-84.8% | $4,729-82.9% | $6,401-87.4% |
| Admin fee / account holder | $501 | $7,493-93.3% | $6,410-92.2% | $11,431-95.6% |