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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 | $22,661 | $78,694-71.2% | $67,652-66.5% | $125,389-81.9% |
| Participation rate | 40.0% | 78.8%-38.8pp | 75.7%-35.7pp | 83.2%-43.2pp |
| Annual return | -1.55% | 9.46%-11.0pp | 6625.40%-6626.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,002 | $4,292-76.7% | $3,560-71.9% | $5,352-81.3% |
| Admin fee / account holder | $4,335 | $7,403-41.4% | $4,821-10.1% | $9,541-54.6% |