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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 | $27,870 | $82,630-66.3% | $64,105-56.5% | $125,389-77.8% |
| Participation rate | 16.7% | 75.9%-59.2pp | 68.2%-51.5pp | 83.2%-66.5pp |
| Annual return | -3.09% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $223 | $3,608-93.8% | $2,822-92.1% | $5,352-95.8% |
| Admin fee / account holder | $462 | $6,382-92.8% | $4,499-89.7% | $9,541-95.2% |