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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 | $30,845 | $59,116-47.8% | $86,438-64.3% | $68,486-55.0% |
| Participation rate | 34.3% | 75.2%-40.9pp | 80.3%-46.0pp | 67.9%-33.6pp |
| Annual return | -13.97% | -0.23%-13.7pp | 4397.19%-4411.2pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $949 | $5,902-83.9% | $6,952-86.3% | $4,028-76.4% |
| Admin fee / account holder | $6,174 | $5,639+9.5% | $6,733-8.3% | $5,404+14.3% |