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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 | $18,268 | $59,111-69.1% | $86,451-78.9% | $68,490-73.3% |
| Participation rate | 66.3% | 75.2%-8.9pp | 80.3%-14.0pp | 67.9%-1.6pp |
| Annual return | -14.47% | -0.22%-14.2pp | 4398.51%-4413.0pp | -7.85%-6.6pp |
| Employer contribution / active EE | $664 | $2,519-73.6% | $3,770-82.4% | $2,597-74.4% |
| Participant deferral / active EE | $1,008 | $5,900-82.9% | $6,953-85.5% | $4,028-75.0% |
| Admin fee / account holder | $1,739 | $5,640-69.2% | $6,734-74.2% | $5,403-67.8% |