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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 | $21,756 | $59,111-63.2% | $86,451-74.8% | $68,490-68.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -10.75% | -0.22%-10.5pp | 4398.51%-4409.3pp | -7.85%-2.9pp |
| Employer contribution / active EE | $838 | $2,519-66.7% | $3,770-77.8% | $2,597-67.7% |
| Participant deferral / active EE | $1,467 | $5,900-75.1% | $6,953-78.9% | $4,028-63.6% |
| Admin fee / account holder | $35,381 | $5,640+527.3% | $6,734+425.4% | $5,403+554.9% |