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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 | $25,658 | $75,962-66.2% | $154,111-83.4% | $64,173-60.0% |
| Participation rate | 23.9% | 70.4%-46.5pp | 83.0%-59.1pp | 69.6%-45.7pp |
| Annual return | -5.43% | 30.32%-35.8pp | 735.18%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $581 | $3,175-81.7% | $5,081-88.6% | $3,470-83.2% |
| Admin fee / account holder | $6,201 | $5,589+11.0% | $13,411-53.8% | $4,887+26.9% |