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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 | $19,390 | $75,962-74.5% | $154,111-87.4% | $64,173-69.8% |
| Participation rate | 43.3% | 70.4%-27.1pp | 83.0%-39.7pp | 69.6%-26.2pp |
| Annual return | -7.34% | 30.32%-37.7pp | 735.18%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $796 | $3,175-74.9% | $5,081-84.3% | $3,470-77.1% |
| Admin fee / account holder | $7,108 | $5,589+27.2% | $13,411-47.0% | $4,887+45.4% |