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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 | $16,694 | $75,832-78.0% | $147,617-88.7% | $59,633-72.0% |
| Participation rate | 27.7% | 71.6%-43.9pp | 84.6%-56.9pp | 68.7%-41.0pp |
| Annual return | -0.15% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $487 | $3,131-84.4% | $4,895-90.1% | $3,192-84.7% |
| Admin fee / account holder | $1,860 | $5,986-68.9% | $11,612-84.0% | $4,297-56.7% |