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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 | $36,200 | $43,423-16.6% | $78,676-54.0% | $55,167-34.4% |
| Participation rate | 32.3% | 68.0%-35.8pp | 73.6%-41.3pp | 69.0%-36.7pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.19%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $230 | $2,509-90.8% | $3,517-93.5% | $3,054-92.5% |
| Admin fee / account holder | $736 | $416+76.8% | $4,510-83.7% | $504+46.0% |