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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 | $28,684 | $167,362-82.9% | $143,799-80.1% | $134,532-78.7% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -15.68% | 0.47%-16.2pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $563 | $6,447-91.3% | $5,638-90.0% | $6,401-91.2% |
| Admin fee / account holder | $809 | $18,094-95.5% | $14,677-94.5% | $11,429-92.9% |