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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 | $18,674 | $54,370-65.7% | $82,763-77.4% | $68,490-72.7% |
| Participation rate | 36.7% | 63.9%-27.3pp | 72.6%-35.9pp | 67.9%-31.2pp |
| Annual return | -16.42% | -13.67%-2.7pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $690 | $2,219-68.9% | $3,008-77.1% | $2,597-73.4% |
| Participant deferral / active EE | $823 | $3,247-74.7% | $4,395-81.3% | $4,028-79.6% |
| Admin fee / account holder | $3,254 | $4,398-26.0% | $5,325-38.9% | $5,403-39.8% |