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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 | $52,198 | $75,832-31.2% | $147,617-64.6% | $59,633-12.5% |
| Participation rate | 13.2% | 71.6%-58.4pp | 84.6%-71.5pp | 68.7%-55.5pp |
| Annual return | -0.47% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $731 | $3,131-76.7% | $4,895-85.1% | $3,192-77.1% |
| Admin fee / account holder | $4,203 | $5,986-29.8% | $11,612-63.8% | $4,297-2.2% |