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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 | $20,213 | $59,111-65.8% | $86,451-76.6% | $68,490-70.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -16.42% | -0.22%-16.2pp | 4398.51%-4414.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,218 | $5,900-79.4% | $6,953-82.5% | $4,028-69.8% |
| Admin fee / account holder | $990 | $5,640-82.5% | $6,734-85.3% | $5,403-81.7% |