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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 | $28,419 | $167,522-83.0% | $151,639-81.3% | $134,532-78.9% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.5%-42.0pp | 81.2%-35.8pp |
| Annual return | -18.49% | 7.81%-26.3pp | 3.34%-21.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,517 | $8,986-83.1% | $8,363-81.9% | $6,401-76.3% |
| Admin fee / account holder | $2,313 | $13,780-83.2% | $11,613-80.1% | $11,429-79.8% |