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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 | $27,941 | $75,962-63.2% | $154,111-81.9% | $64,173-56.5% |
| Participation rate | 11.3% | 70.4%-59.1pp | 83.0%-71.7pp | 69.6%-58.2pp |
| Annual return | -5.94% | 30.32%-36.3pp | 735.18%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $474 | $3,175-85.1% | $5,081-90.7% | $3,470-86.3% |
| Admin fee / account holder | $331 | $5,589-94.1% | $13,411-97.5% | $4,887-93.2% |