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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 | $26,168 | $197,819-86.8% | $155,789-83.2% | $125,393-79.1% |
| Participation rate | 21.1% | 82.1%-61.0pp | 76.1%-55.0pp | 83.2%-62.1pp |
| Annual return | -1.12% | 86.73%-87.8pp | 71.54%-72.7pp | 282.23%-283.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $598 | $5,631-89.4% | $4,798-87.5% | $5,351-88.8% |
| Admin fee / account holder | $864 | $9,544-91.0% | $7,477-88.5% | $9,541-90.9% |