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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 | $21,566 | $68,996-68.7% | $159,991-86.5% | $68,495-68.5% |
| Participation rate | 25.6% | 65.4%-39.8pp | 78.0%-52.3pp | 67.9%-42.3pp |
| Annual return | -17.98% | -9.65%-8.3pp | 408.82%-426.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,285 | $4,211-69.5% | $6,183-79.2% | $4,028-68.1% |
| Admin fee / account holder | $2,430 | $4,797-49.3% | $8,715-72.1% | $5,403-55.0% |