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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 | $15,843 | $75,962-79.1% | $154,111-89.7% | $64,173-75.3% |
| Participation rate | 8.6% | 70.4%-61.8pp | 83.0%-74.5pp | 69.6%-61.0pp |
| Annual return | -1.90% | 30.32%-32.2pp | 735.18%-737.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $363 | $3,175-88.6% | $5,081-92.8% | $3,470-89.5% |
| Admin fee / account holder | $5,398 | $5,589-3.4% | $13,411-59.8% | $4,887+10.4% |