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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 | $22,102 | $32,865-32.8% | $75,826-70.9% | $56,287-60.7% |
| Participation rate | 22.6% | 53.0%-30.3pp | 68.2%-45.6pp | 69.9%-47.2pp |
| Annual return | -6.48% | -5.01%-1.5pp | 1914.15%-1920.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $891-100.0% | $1,913-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $334 | $1,683-80.1% | $2,862-88.3% | $3,350-90.0% |
| Admin fee / account holder | $1,272 | $185+589.4% | $4,726-73.1% | $521+144.3% |