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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 | $19,630 | $78,694-75.1% | $67,652-71.0% | $125,389-84.3% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -0.08% | 9.46%-9.5pp | 6625.40%-6625.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $876 | $4,292-79.6% | $3,560-75.4% | $5,352-83.6% |
| Admin fee / account holder | $3,151 | $7,403-57.4% | $4,821-34.6% | $9,541-67.0% |