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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 | $34,094 | $54,357-37.3% | $82,706-58.8% | $68,495-50.2% |
| Participation rate | 18.9% | 63.9%-45.0pp | 72.6%-53.6pp | 67.9%-49.0pp |
| Annual return | -16.71% | -13.67%-3.0pp | 701.76%-718.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $352 | $2,218-84.1% | $3,007-88.3% | $2,596-86.4% |
| Participant deferral / active EE | $515 | $3,246-84.1% | $4,394-88.3% | $4,028-87.2% |
| Admin fee / account holder | $4,216 | $4,396-4.1% | $5,329-20.9% | $5,403-22.0% |