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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 | $27,907 | $45,566-38.8% | $64,105-56.5% | $59,633-53.2% |
| Participation rate | 15.7% | 60.2%-44.5pp | 68.2%-52.5pp | 68.7%-53.0pp |
| Annual return | -2.12% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,022 | $934+9.4% | $1,820-43.8% | $2,203-53.6% |
| Participant deferral / active EE | $515 | $2,057-75.0% | $2,822-81.8% | $3,192-83.9% |
| Admin fee / account holder | $1,418 | $3,268-56.6% | $4,499-68.5% | $4,297-67.0% |