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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 | $41,955 | $69,012-39.2% | $160,009-73.8% | $68,486-38.7% |
| Participation rate | 22.5% | 65.4%-42.9pp | 78.0%-55.4pp | 67.9%-45.4pp |
| Annual return | -15.28% | -9.65%-5.6pp | 408.85%-424.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $836 | $4,212-80.1% | $6,183-86.5% | $4,028-79.2% |
| Admin fee / account holder | $16,400 | $4,798+241.8% | $8,715+88.2% | $5,404+203.5% |