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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 | $32,221 | $78,694-59.1% | $67,652-52.4% | $125,389-74.3% |
| Participation rate | 46.7% | 78.8%-32.1pp | 75.7%-29.0pp | 83.2%-36.5pp |
| Annual return | -1.71% | 9.46%-11.2pp | 6625.40%-6627.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,139 | $4,292-73.5% | $3,560-68.0% | $5,352-78.7% |
| Admin fee / account holder | $12,430 | $7,403+67.9% | $4,821+157.8% | $9,541+30.3% |