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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 | $26,796 | $54,355-50.7% | $82,744-67.6% | $68,486-60.9% |
| Participation rate | 19.6% | 63.9%-44.3pp | 72.6%-53.0pp | 67.9%-48.3pp |
| Annual return | -19.28% | -13.67%-5.6pp | 702.22%-721.5pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $194 | $3,246-94.0% | $4,395-95.6% | $4,028-95.2% |
| Admin fee / account holder | $4,173 | $4,397-5.1% | $5,325-21.6% | $5,404-22.8% |