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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 | $19,047 | $82,674-77.0% | $125,381-84.8% | $68,486-72.2% |
| Participation rate | 40.3% | 75.1%-34.8pp | 82.4%-42.1pp | 67.9%-27.6pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,504 | $6,111-59.0% | $7,448-66.4% | $4,028-37.8% |
| Admin fee / account holder | $3,842 | $6,277-38.8% | $10,007-61.6% | $5,404-28.9% |