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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 | $18,919 | $133,983-85.9% | $112,244-83.1% | $134,493-85.9% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -14.99% | 47.13%-62.1pp | 27.46%-42.5pp | 418.01%-433.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $76 | $5,291-98.6% | $4,728-98.4% | $6,400-98.8% |
| Admin fee / account holder | $507 | $7,490-93.2% | $6,411-92.1% | $11,425-95.6% |