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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 | $20,063 | $142,392-85.9% | $119,622-83.2% | $134,532-85.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -16.92% | -12.46%-4.5pp | -14.98%-1.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,336 | $5,224-74.4% | $4,232-68.4% | $4,741-71.8% |
| Participant deferral / active EE | $1,336 | $6,467-79.3% | $5,601-76.1% | $6,401-79.1% |
| Admin fee / account holder | $1,605 | $13,593-88.2% | $10,328-84.5% | $11,429-86.0% |