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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 | $18,561 | $75,962-75.6% | $154,108-88.0% | $64,173-71.1% |
| Participation rate | 23.8% | 70.4%-46.6pp | 83.0%-59.2pp | 69.6%-45.8pp |
| Annual return | -4.08% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $272 | $3,175-91.4% | $5,081-94.6% | $3,470-92.2% |
| Admin fee / account holder | $3,235 | $5,589-42.1% | $13,411-75.9% | $4,887-33.8% |