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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 | $25,328 | $142,409-82.2% | $119,634-78.8% | $134,545-81.2% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -19.92% | -12.46%-7.5pp | -14.98%-4.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $882 | $6,468-86.4% | $5,601-84.2% | $6,401-86.2% |
| Admin fee / account holder | $1,000 | $13,594-92.6% | $10,329-90.3% | $11,431-91.3% |