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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 | $53,141 | $59,111-10.1% | $86,451-38.5% | $68,490-22.4% |
| Participation rate | 32.1% | 75.2%-43.2pp | 80.3%-48.3pp | 67.9%-35.8pp |
| Annual return | -17.77% | -0.22%-17.6pp | 4398.51%-4416.3pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,818 | $5,900-69.2% | $6,953-73.9% | $4,028-54.9% |
| Admin fee / account holder | $732 | $5,640-87.0% | $6,734-89.1% | $5,403-86.5% |