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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 | $17,808 | $97,732-81.8% | $83,831-78.8% | $135,380-86.8% |
| Participation rate | 23.1% | 80.0%-56.9pp | 76.1%-53.1pp | 82.6%-59.6pp |
| Annual return | -4.69% | 1287.56%-1292.2pp | 850.99%-855.7pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $422 | $4,683-91.0% | $4,082-89.7% | $5,609-92.5% |
| Admin fee / account holder | $7,109 | $6,675+6.5% | $5,479+29.8% | $10,828-34.3% |