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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 | $18,535 | $97,729-81.0% | $83,830-77.9% | $135,379-86.3% |
| Participation rate | 13.3% | 80.0%-66.6pp | 76.1%-62.8pp | 82.6%-69.3pp |
| Annual return | -6.99% | 1287.52%-1294.5pp | 850.97%-858.0pp | 519.79%-526.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $699 | $4,683-85.1% | $4,082-82.9% | $5,609-87.5% |
| Admin fee / account holder | $4,170 | $6,674-37.5% | $5,479-23.9% | $10,828-61.5% |