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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 | $20,449 | $58,311-64.9% | $81,882-75.0% | $80,959-74.7% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.1pp |
| Annual return | 0.00% | 41.85%-41.8pp | 779.47%-779.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $418 | $3,287-87.3% | $4,323-90.3% | $4,300-90.3% |
| Admin fee / account holder | $451 | $4,752-90.5% | $7,360-93.9% | $6,925-93.5% |