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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 | $21,219 | $75,962-72.1% | $154,111-86.2% | $64,173-66.9% |
| Participation rate | 12.1% | 70.4%-58.3pp | 83.0%-70.9pp | 69.6%-57.4pp |
| Annual return | -2.97% | 30.32%-33.3pp | 735.18%-738.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $559 | $3,175-82.4% | $5,081-89.0% | $3,470-83.9% |
| Admin fee / account holder | $9,465 | $5,589+69.4% | $13,411-29.4% | $4,887+93.7% |