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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 | $41,221 | $43,730-5.7% | $121,220-66.0% | $64,173-35.8% |
| Participation rate | 5.3% | 58.3%-53.1pp | 71.8%-66.5pp | 69.6%-64.3pp |
| Annual return | -2.83% | 68.94%-71.8pp | 16.94%-19.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $315 | $2,281-86.2% | $3,345-90.6% | $3,470-90.9% |
| Admin fee / account holder | $41,969 | $3,502+1098.3% | $5,021+735.9% | $4,887+758.7% |