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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 | $19,347 | $167,353-88.4% | $143,797-86.5% | $134,545-85.6% |
| Participation rate | 43.5% | 84.8%-41.3pp | 80.3%-36.8pp | 81.2%-37.8pp |
| Annual return | -18.46% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,169 | $6,447-81.9% | $5,638-79.3% | $6,401-81.7% |
| Admin fee / account holder | $2,812 | $18,096-84.5% | $14,679-80.8% | $11,431-75.4% |