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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 | $10,933 | $54,355-79.9% | $82,744-86.8% | $68,486-84.0% |
| Participation rate | 38.6% | 63.9%-25.3pp | 72.6%-34.0pp | 67.9%-29.3pp |
| Annual return | -13.96% | -13.67%-0.3pp | 702.22%-716.2pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $680 | $3,246-79.1% | $4,395-84.5% | $4,028-83.1% |
| Admin fee / account holder | $6,110 | $4,397+39.0% | $5,325+14.7% | $5,404+13.1% |