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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 | $19,983 | $100,792-80.2% | $86,691-76.9% | $134,509-85.1% |
| Participation rate | 27.3% | 78.9%-51.7pp | 76.6%-49.3pp | 81.2%-54.0pp |
| Annual return | -18.32% | 29.08%-47.4pp | 35.94%-54.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,127 | $5,339-78.9% | $4,656-75.8% | $6,400-82.4% |
| Admin fee / account holder | $1,576 | $10,924-85.6% | $7,492-79.0% | $11,427-86.2% |