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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 | $24,927 | $129,959-80.8% | $104,301-76.1% | $134,532-81.5% |
| Participation rate | 22.2% | 79.5%-57.3pp | 73.3%-51.0pp | 81.2%-59.0pp |
| Annual return | -17.98% | 42.04%-60.0pp | 24.61%-42.6pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $818 | $5,589-85.4% | $4,626-82.3% | $6,401-87.2% |
| Admin fee / account holder | $14,713 | $9,325+57.8% | $7,340+100.4% | $11,429+28.7% |