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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 | $15,480 | $75,962-79.6% | $154,108-90.0% | $64,173-75.9% |
| Participation rate | 12.3% | 70.4%-58.1pp | 83.0%-70.7pp | 69.6%-57.2pp |
| Annual return | -3.20% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $498 | $3,175-84.3% | $5,081-90.2% | $3,470-85.7% |
| Admin fee / account holder | $6,771 | $5,589+21.1% | $13,411-49.5% | $4,887+38.5% |