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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 | $23,261 | $82,674-71.9% | $125,381-81.4% | $68,486-66.0% |
| Participation rate | 54.5% | 75.1%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | -17.22% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,062 | $6,111-66.3% | $7,448-72.3% | $4,028-48.8% |
| Admin fee / account holder | $1,808 | $6,277-71.2% | $10,007-81.9% | $5,404-66.6% |