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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 | $21,437 | $133,998-84.0% | $112,263-80.9% | $134,545-84.1% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -17.63% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $801 | $4,040-80.2% | $3,636-78.0% | $4,742-83.1% |
| Participant deferral / active EE | $1,143 | $5,292-78.4% | $4,729-75.8% | $6,401-82.2% |
| Admin fee / account holder | $11,446 | $7,493+52.8% | $6,410+78.5% | $11,431+0.1% |