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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 | $29,150 | $59,116-50.7% | $86,438-66.3% | $68,486-57.4% |
| Participation rate | 43.9% | 75.2%-31.3pp | 80.3%-36.4pp | 67.9%-24.0pp |
| Annual return | -14.26% | -0.23%-14.0pp | 4397.19%-4411.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,150 | $5,902-80.5% | $6,952-83.5% | $4,028-71.4% |
| Admin fee / account holder | $12,821 | $5,639+127.4% | $6,733+90.4% | $5,404+137.3% |