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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 | $25,075 | $59,116-57.6% | $86,438-71.0% | $68,486-63.4% |
| Participation rate | 16.4% | 75.2%-58.8pp | 80.3%-63.9pp | 67.9%-51.5pp |
| Annual return | -17.50% | -0.23%-17.3pp | 4397.19%-4414.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $587 | $2,519-76.7% | $3,769-84.4% | $2,597-77.4% |
| Participant deferral / active EE | $736 | $5,902-87.5% | $6,952-89.4% | $4,028-81.7% |
| Admin fee / account holder | $4,922 | $5,639-12.7% | $6,733-26.9% | $5,404-8.9% |