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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 | $27,373 | $54,355-49.6% | $82,744-66.9% | $68,486-60.0% |
| Participation rate | 11.3% | 63.9%-52.6pp | 72.6%-61.2pp | 67.9%-56.6pp |
| Annual return | -16.08% | -13.67%-2.4pp | 702.22%-718.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $147 | $3,246-95.5% | $4,395-96.7% | $4,028-96.4% |
| Admin fee / account holder | $9,295 | $4,397+111.4% | $5,325+74.6% | $5,404+72.0% |