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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 | $59,107-63.2% | $86,439-74.8% | $68,495-68.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -10.75% | -0.23%-10.5pp | 4395.55%-4406.3pp | -7.84%-2.9pp |
| Employer contribution / active EE | $838 | $2,519-66.7% | $3,769-77.8% | $2,596-67.7% |
| Participant deferral / active EE | $1,467 | $5,901-75.1% | $6,952-78.9% | $4,028-63.6% |
| Admin fee / account holder | $35,381 | $5,637+527.7% | $6,732+425.6% | $5,403+554.8% |