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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 | $22,959 | $75,832-69.7% | $147,618-84.4% | $59,633-61.5% |
| Participation rate | 9.5% | 71.6%-62.1pp | 84.6%-75.1pp | 68.7%-59.2pp |
| Annual return | -0.84% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $680 | $3,131-78.3% | $4,895-86.1% | $3,192-78.7% |
| Admin fee / account holder | $3,358 | $5,986-43.9% | $11,612-71.1% | $4,297-21.9% |