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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 | $17,037 | $75,962-77.6% | $154,108-88.9% | $64,173-73.5% |
| Participation rate | 18.4% | 70.4%-52.0pp | 83.0%-64.7pp | 69.6%-51.2pp |
| Annual return | -7.48% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $382 | $3,175-88.0% | $5,081-92.5% | $3,470-89.0% |
| Admin fee / account holder | $3,141 | $5,589-43.8% | $13,411-76.6% | $4,887-35.7% |