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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 | $27,336 | $54,357-49.7% | $82,706-66.9% | $68,495-60.1% |
| Participation rate | 52.2% | 63.9%-11.7pp | 72.6%-20.4pp | 67.9%-15.7pp |
| Annual return | -13.67% | -13.67%0pp | 701.76%-715.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,283 | $2,218-42.2% | $3,007-57.3% | $2,596-50.6% |
| Participant deferral / active EE | $503 | $3,246-84.5% | $4,394-88.5% | $4,028-87.5% |
| Admin fee / account holder | $1,833 | $4,396-58.3% | $5,329-65.6% | $5,403-66.1% |