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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 | $41,701 | $75,962-45.1% | $154,111-72.9% | $64,173-35.0% |
| Participation rate | 2.3% | 70.4%-68.1pp | 83.0%-80.8pp | 69.6%-67.3pp |
| Annual return | -4.56% | 30.32%-34.9pp | 735.18%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $86 | $3,175-97.3% | $5,081-98.3% | $3,470-97.5% |
| Admin fee / account holder | $1,874 | $5,589-66.5% | $13,411-86.0% | $4,887-61.7% |