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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 | $19,289 | $100,805-80.9% | $86,698-77.8% | $134,532-85.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.53% | 29.09%-44.6pp | 35.95%-51.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $760 | $5,339-85.8% | $4,656-83.7% | $6,401-88.1% |
| Admin fee / account holder | $356 | $10,925-96.7% | $7,493-95.2% | $11,429-96.9% |