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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 | $25,031 | $49,177-49.1% | $79,466-68.5% | $64,173-61.0% |
| Participation rate | 53.7% | 65.0%-11.4pp | 73.3%-19.7pp | 69.6%-15.9pp |
| Annual return | -5.08% | -1.16%-3.9pp | 718.28%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $635 | $2,821-77.5% | $3,704-82.9% | $3,470-81.7% |
| Admin fee / account holder | $13,427 | $3,839+249.8% | $5,104+163.1% | $4,887+174.7% |