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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 | $29,094 | $75,962-61.7% | $154,111-81.1% | $64,173-54.7% |
| Participation rate | 17.7% | 70.4%-52.7pp | 83.0%-65.3pp | 69.6%-51.9pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $708 | $3,175-77.7% | $5,081-86.1% | $3,470-79.6% |
| Admin fee / account holder | $1,316 | $5,589-76.4% | $13,411-90.2% | $4,887-73.1% |