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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 | $19,783 | $82,678-76.1% | $125,391-84.2% | $68,490-71.1% |
| Participation rate | 67.5% | 75.1%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -14.70% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,358 | $6,111-77.8% | $7,448-81.8% | $4,028-66.3% |
| Admin fee / account holder | $1,323 | $6,277-78.9% | $10,009-86.8% | $5,403-75.5% |