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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 | $11,685 | $133,981-91.3% | $112,249-89.6% | $134,532-91.3% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-54.0pp |
| Annual return | -18.70% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,436 | $5,292-72.9% | $4,729-69.6% | $6,401-77.6% |
| Admin fee / account holder | $1,301 | $7,492-82.6% | $6,412-79.7% | $11,429-88.6% |