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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 | $14,648 | $93,124-84.3% | $77,100-81.0% | $134,545-89.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -16.45% | 62.68%-79.1pp | 42.35%-58.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $896 | $5,242-82.9% | $4,430-79.8% | $6,401-86.0% |
| Admin fee / account holder | $1,939 | $6,970-72.2% | $5,443-64.4% | $11,431-83.0% |