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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 | $17,712 | $54,355-67.4% | $82,744-78.6% | $68,486-74.1% |
| Participation rate | 26.9% | 63.9%-37.0pp | 72.6%-45.6pp | 67.9%-41.0pp |
| Annual return | -15.55% | -13.67%-1.9pp | 702.22%-717.8pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $659 | $3,246-79.7% | $4,395-85.0% | $4,028-83.6% |
| Admin fee / account holder | $730 | $4,397-83.4% | $5,325-86.3% | $5,404-86.5% |