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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 | $39,467 | $82,678-52.3% | $125,391-68.5% | $68,490-42.4% |
| Participation rate | 38.5% | 75.1%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | -11.49% | -5.97%-5.5pp | 572.41%-583.9pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,613 | $6,111-73.6% | $7,448-78.3% | $4,028-59.9% |
| Admin fee / account holder | $18,013 | $6,277+186.9% | $10,009+80.0% | $5,403+233.4% |