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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 | $20,416 | $49,177-58.5% | $79,466-74.3% | $64,173-68.2% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.6%-12.4pp |
| Annual return | -6.42% | -1.16%-5.3pp | 718.28%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $271 | $2,076-87.0% | $2,800-90.3% | $2,381-88.6% |
| Participant deferral / active EE | $636 | $2,821-77.5% | $3,704-82.8% | $3,470-81.7% |
| Admin fee / account holder | $1,586 | $3,839-58.7% | $5,104-68.9% | $4,887-67.6% |