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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 | $35,160 | $69,708-49.6% | $67,560-48.0% | $74,478-52.8% |
| Participation rate | 19.0% | 71.4%-52.4pp | 72.9%-53.9pp | 67.2%-48.2pp |
| Annual return | 13.40% | -40.67%+54.1pp | 3533.50%-3520.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $816 | $3,637-77.6% | $4,004-79.6% | $4,350-81.2% |
| Admin fee / account holder | $2,762 | $887+211.3% | $3,994-30.8% | $1,946+41.9% |