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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 | $47,774 | $82,674-42.2% | $125,381-61.9% | $68,486-30.2% |
| Participation rate | 27.7% | 75.1%-47.4pp | 82.4%-54.7pp | 67.9%-40.2pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $763 | $6,111-87.5% | $7,448-89.7% | $4,028-81.0% |
| Admin fee / account holder | $991 | $6,277-84.2% | $10,007-90.1% | $5,404-81.7% |