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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 | $26,804 | $142,409-81.2% | $119,634-77.6% | $134,545-80.1% |
| Participation rate | 39.1% | 82.8%-43.7pp | 79.3%-40.1pp | 81.2%-42.1pp |
| Annual return | -16.10% | -12.46%-3.6pp | -14.98%-1.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $986 | $6,468-84.8% | $5,601-82.4% | $6,401-84.6% |
| Admin fee / account holder | $548 | $13,594-96.0% | $10,329-94.7% | $11,431-95.2% |