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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 | $13,551 | $75,962-82.2% | $154,108-91.2% | $64,173-78.9% |
| Participation rate | 30.3% | 70.4%-40.1pp | 83.0%-52.7pp | 69.6%-39.3pp |
| Annual return | 0.52% | 30.32%-29.8pp | 735.21%-734.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $700 | $3,175-77.9% | $5,081-86.2% | $3,470-79.8% |
| Admin fee / account holder | $11,985 | $5,589+114.4% | $13,411-10.6% | $4,887+145.2% |