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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 | $17,327 | $54,370-68.1% | $82,763-79.1% | $68,490-74.7% |
| Participation rate | 35.4% | 63.9%-28.5pp | 72.6%-37.1pp | 67.9%-32.5pp |
| Annual return | -17.93% | -13.67%-4.3pp | 702.45%-720.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $575 | $2,219-74.1% | $3,008-80.9% | $2,597-77.9% |
| Participant deferral / active EE | $703 | $3,247-78.3% | $4,395-84.0% | $4,028-82.5% |
| Admin fee / account holder | $1,054 | $4,398-76.0% | $5,325-80.2% | $5,403-80.5% |