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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 | $15,999 | $48,274-66.9% | $63,244-74.7% | $59,633-73.2% |
| Participation rate | 40.0% | 66.3%-26.3pp | 71.0%-31.0pp | 68.7%-28.7pp |
| Annual return | -2.36% | -240.79%+238.4pp | -70.31%+67.9pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $394 | $1,586-75.2% | $2,322-83.0% | $2,203-82.1% |
| Participant deferral / active EE | $761 | $2,343-67.5% | $2,953-74.2% | $3,192-76.1% |
| Admin fee / account holder | $1,433 | $3,600-60.2% | $5,893-75.7% | $4,297-66.6% |