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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 | $22,862 | $100,805-77.3% | $86,698-73.6% | $134,532-83.0% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -20.11% | 29.09%-49.2pp | 35.95%-56.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $468 | $5,339-91.2% | $4,656-90.0% | $6,401-92.7% |
| Admin fee / account holder | $1,544 | $10,925-85.9% | $7,493-79.4% | $11,429-86.5% |