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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 | $17,076 | $92,766-81.6% | $82,763-79.4% | $134,545-87.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -16.81% | 946.97%-963.8pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,383 | $3,273-27.2% | $3,008-20.8% | $4,742-49.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,397 | $5,978-76.6% | $5,325-73.8% | $11,431-87.8% |