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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 | $20,864 | $39,798-47.6% | $67,704-69.2% | $59,633-65.0% |
| Participation rate | 26.2% | 57.4%-31.2pp | 67.5%-41.3pp | 68.7%-42.5pp |
| Annual return | -2.46% | 89.94%-92.4pp | 25.41%-27.9pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $552 | $2,335-76.4% | $3,585-84.6% | $3,192-82.7% |
| Admin fee / account holder | $2,242 | $3,212-30.2% | $4,255-47.3% | $4,297-47.8% |