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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 | $57,201 | $78,694-27.3% | $67,652-15.4% | $125,389-54.4% |
| Participation rate | 22.2% | 78.8%-56.6pp | 75.7%-53.4pp | 83.2%-61.0pp |
| Annual return | -3.10% | 9.46%-12.6pp | 6625.40%-6628.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $444 | $4,292-89.6% | $3,560-87.5% | $5,352-91.7% |
| Admin fee / account holder | $635 | $7,403-91.4% | $4,821-86.8% | $9,541-93.3% |