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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 | $24,092 | $75,962-68.3% | $154,108-84.4% | $64,173-62.5% |
| Participation rate | 15.9% | 70.4%-54.5pp | 83.0%-67.1pp | 69.6%-53.6pp |
| Annual return | -6.15% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $586 | $3,175-81.5% | $5,081-88.5% | $3,470-83.1% |
| Admin fee / account holder | $904 | $5,589-83.8% | $13,411-93.3% | $4,887-81.5% |