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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 | $18,074 | $54,370-66.8% | $82,763-78.2% | $68,490-73.6% |
| Participation rate | 15.9% | 63.9%-48.0pp | 72.6%-56.7pp | 67.9%-52.0pp |
| Annual return | -18.36% | -13.67%-4.7pp | 702.45%-720.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $376 | $3,247-88.4% | $4,395-91.4% | $4,028-90.7% |
| Admin fee / account holder | $910 | $4,398-79.3% | $5,325-82.9% | $5,403-83.2% |