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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 | $16,351 | $75,962-78.5% | $154,108-89.4% | $64,173-74.5% |
| Participation rate | 14.6% | 70.4%-55.8pp | 83.0%-68.5pp | 69.6%-55.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $478 | $3,175-84.9% | $5,081-90.6% | $3,470-86.2% |
| Admin fee / account holder | $1,880 | $5,589-66.4% | $13,411-86.0% | $4,887-61.5% |