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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 | $24,724 | $54,355-54.5% | $82,744-70.1% | $68,486-63.9% |
| Participation rate | 14.8% | 63.9%-49.1pp | 72.6%-57.7pp | 67.9%-53.1pp |
| Annual return | -16.14% | -13.67%-2.5pp | 702.22%-718.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $574 | $2,219-74.1% | $3,008-80.9% | $2,597-77.9% |
| Participant deferral / active EE | $640 | $3,246-80.3% | $4,395-85.4% | $4,028-84.1% |
| Admin fee / account holder | $763 | $4,397-82.6% | $5,325-85.7% | $5,404-85.9% |