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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 | $56,119 | $78,694-28.7% | $67,652-17.0% | $125,389-55.2% |
| Participation rate | 38.9% | 78.8%-39.9pp | 75.7%-36.8pp | 83.2%-44.3pp |
| Annual return | -1.93% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $330 | $4,292-92.3% | $3,560-90.7% | $5,352-93.8% |
| Admin fee / account holder | $24,991 | $7,403+237.6% | $4,821+418.4% | $9,541+161.9% |