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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 | $29,292 | $66,302-55.8% | $110,243-73.4% | $56,289-48.0% |
| Participation rate | 19.4% | 74.9%-55.5pp | 79.8%-60.4pp | 69.9%-50.4pp |
| Annual return | -6.29% | -1.18%-5.1pp | 314.76%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $359 | $3,381-89.4% | $4,672-92.3% | $3,350-89.3% |
| Admin fee / account holder | $2,063 | $698+195.3% | $8,548-75.9% | $521+295.9% |