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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 | $12,162 | $39,798-69.4% | $67,704-82.0% | $59,633-79.6% |
| Participation rate | 6.3% | 57.4%-51.1pp | 67.5%-61.3pp | 68.7%-62.4pp |
| Annual return | -2.72% | 89.94%-92.7pp | 25.41%-28.1pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $45 | $2,335-98.1% | $3,585-98.7% | $3,192-98.6% |
| Admin fee / account holder | $421 | $3,212-86.9% | $4,255-90.1% | $4,297-90.2% |