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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 | $17,032 | $49,177-65.4% | $79,467-78.6% | $64,173-73.5% |
| Participation rate | 14.9% | 65.0%-50.1pp | 73.3%-58.4pp | 69.6%-54.6pp |
| Annual return | -5.07% | -1.16%-3.9pp | 718.30%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $299 | $2,821-89.4% | $3,704-91.9% | $3,470-91.4% |
| Admin fee / account holder | $311 | $3,839-91.9% | $5,104-93.9% | $4,887-93.6% |