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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 | $38,113 | $54,370-29.9% | $82,763-53.9% | $68,490-44.4% |
| Participation rate | 20.7% | 63.9%-43.3pp | 72.6%-51.9pp | 67.9%-47.2pp |
| Annual return | -16.57% | -13.67%-2.9pp | 702.45%-719.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $300 | $2,219-86.5% | $3,008-90.0% | $2,597-88.5% |
| Participant deferral / active EE | $491 | $3,247-84.9% | $4,395-88.8% | $4,028-87.8% |
| Admin fee / account holder | $396 | $4,398-91.0% | $5,325-92.6% | $5,403-92.7% |