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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 | $53,355 | $75,962-29.8% | $154,111-65.4% | $64,173-16.9% |
| Participation rate | 2.0% | 70.4%-68.4pp | 83.0%-81.0pp | 69.6%-67.6pp |
| Annual return | -2.41% | 30.32%-32.7pp | 735.18%-737.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $358 | $3,175-88.7% | $5,081-93.0% | $3,470-89.7% |
| Admin fee / account holder | $58,337 | $5,589+943.8% | $13,411+335.0% | $4,887+1093.6% |