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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 | $57,242 | $82,674-30.8% | $125,363-54.3% | $68,495-16.4% |
| Participation rate | 3.9% | 75.0%-71.1pp | 82.4%-78.5pp | 67.9%-64.0pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $115 | $6,111-98.1% | $7,447-98.4% | $4,028-97.1% |
| Admin fee / account holder | $992 | $6,276-84.2% | $10,005-90.1% | $5,403-81.6% |