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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 | $46,794 | $75,832-38.3% | $147,617-68.3% | $59,633-21.5% |
| Participation rate | 20.0% | 71.6%-51.6pp | 84.6%-64.6pp | 68.7%-48.7pp |
| Annual return | -2.43% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $747 | $3,131-76.1% | $4,895-84.7% | $3,192-76.6% |
| Admin fee / account holder | $1,242 | $5,986-79.3% | $11,612-89.3% | $4,297-71.1% |