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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 | $17,048 | $82,324-79.3% | $68,803-75.2% | $134,545-87.3% |
| Participation rate | 35.7% | 75.1%-39.3pp | 69.0%-33.3pp | 81.2%-45.5pp |
| Annual return | -20.23% | -2.17%-18.1pp | -6.37%-13.9pp | 418.37%-438.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $387 | $4,740-91.8% | $3,942-90.2% | $6,401-93.9% |
| Admin fee / account holder | $796 | $6,485-87.7% | $4,936-83.9% | $11,431-93.0% |