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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 | $31,771 | $75,832-58.1% | $147,617-78.5% | $59,633-46.7% |
| Participation rate | 14.1% | 71.6%-57.4pp | 84.6%-70.5pp | 68.7%-54.6pp |
| Annual return | -2.07% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $345 | $3,131-89.0% | $4,895-93.0% | $3,192-89.2% |
| Admin fee / account holder | $517 | $5,986-91.4% | $11,612-95.5% | $4,297-88.0% |