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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 | $17,880 | $93,098-80.8% | $77,081-76.8% | $134,509-86.7% |
| Participation rate | 12.5% | 74.5%-62.0pp | 67.9%-55.4pp | 81.2%-68.7pp |
| Annual return | -18.11% | 62.63%-80.7pp | 42.33%-60.4pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $182 | $5,239-96.5% | $4,428-95.9% | $6,400-97.2% |
| Admin fee / account holder | $735 | $6,945-89.4% | $5,427-86.5% | $11,427-93.6% |