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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 | $20,640 | $59,107-65.1% | $86,439-76.1% | $68,495-69.9% |
| Participation rate | 14.8% | 75.2%-60.4pp | 80.3%-65.5pp | 67.9%-53.1pp |
| Annual return | -17.16% | -0.23%-16.9pp | 4395.55%-4412.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $737 | $5,901-87.5% | $6,952-89.4% | $4,028-81.7% |
| Admin fee / account holder | $1,350 | $5,637-76.1% | $6,732-79.9% | $5,403-75.0% |