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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 | $17,415 | $54,370-68.0% | $82,763-79.0% | $68,490-74.6% |
| Participation rate | 32.2% | 63.9%-31.7pp | 72.6%-40.4pp | 67.9%-35.7pp |
| Annual return | -14.41% | -13.67%-0.7pp | 702.45%-716.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $393 | $2,219-82.3% | $3,008-86.9% | $2,597-84.9% |
| Participant deferral / active EE | $581 | $3,247-82.1% | $4,395-86.8% | $4,028-85.6% |
| Admin fee / account holder | $977 | $4,398-77.8% | $5,325-81.7% | $5,403-81.9% |