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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 | $14,547 | $75,832-80.8% | $147,617-90.1% | $59,633-75.6% |
| Participation rate | 11.0% | 71.6%-60.6pp | 84.6%-73.6pp | 68.7%-57.7pp |
| Annual return | -2.62% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $381 | $3,131-87.8% | $4,895-92.2% | $3,192-88.1% |
| Admin fee / account holder | $1,743 | $5,986-70.9% | $11,612-85.0% | $4,297-59.4% |