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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 | $34,760 | $75,962-54.2% | $154,108-77.4% | $64,173-45.8% |
| Participation rate | 17.4% | 70.4%-53.0pp | 83.0%-65.6pp | 69.6%-52.2pp |
| Annual return | -7.02% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $587 | $3,175-81.5% | $5,081-88.5% | $3,470-83.1% |
| Admin fee / account holder | $810 | $5,589-85.5% | $13,411-94.0% | $4,887-83.4% |