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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 | $20,009 | $39,798-49.7% | $67,704-70.4% | $59,633-66.4% |
| Participation rate | 50.0% | 57.4%-7.4pp | 67.5%-17.5pp | 68.7%-18.7pp |
| Annual return | -1.69% | 89.94%-91.6pp | 25.41%-27.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $423 | $2,335-81.9% | $3,585-88.2% | $3,192-86.7% |
| Admin fee / account holder | $4,939 | $3,212+53.8% | $4,255+16.1% | $4,297+14.9% |