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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 | $17,594 | $57,350-69.3% | $83,850-79.0% | $64,181-72.6% |
| Participation rate | 39.5% | 68.6%-29.1pp | 76.1%-36.6pp | 69.6%-30.0pp |
| Annual return | -7.76% | 11.38%-19.1pp | 850.92%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $846 | $2,993-71.7% | $4,082-79.3% | $3,470-75.6% |
| Admin fee / account holder | $2,756 | $4,046-31.9% | $5,478-49.7% | $4,887-43.6% |