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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 | $14,329 | $54,370-73.6% | $82,763-82.7% | $68,490-79.1% |
| Participation rate | 21.2% | 63.9%-42.7pp | 72.6%-51.4pp | 67.9%-46.7pp |
| Annual return | -18.40% | -13.67%-4.7pp | 702.45%-720.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $444 | $2,219-80.0% | $3,008-85.3% | $2,597-82.9% |
| Participant deferral / active EE | $260 | $3,247-92.0% | $4,395-94.1% | $4,028-93.6% |
| Admin fee / account holder | $551 | $4,398-87.5% | $5,325-89.7% | $5,403-89.8% |