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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 | $17,101 | $54,355-68.5% | $82,744-79.3% | $68,486-75.0% |
| Participation rate | 48.0% | 63.9%-15.9pp | 72.6%-24.6pp | 67.9%-19.9pp |
| Annual return | -17.70% | -13.67%-4.0pp | 702.22%-719.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $362 | $2,219-83.7% | $3,008-88.0% | $2,597-86.1% |
| Participant deferral / active EE | $863 | $3,246-73.4% | $4,395-80.4% | $4,028-78.6% |
| Admin fee / account holder | $4,263 | $4,397-3.0% | $5,325-19.9% | $5,404-21.1% |