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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 | $24,791 | $106,551-76.7% | $91,225-72.8% | $134,532-81.6% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -15.50% | 160.78%-176.3pp | 114.12%-129.6pp | 418.27%-433.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $567 | $4,718-88.0% | $4,233-86.6% | $6,401-91.1% |
| Admin fee / account holder | $1,428 | $6,234-77.1% | $5,422-73.7% | $11,429-87.5% |