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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 | $42,088 | $78,694-46.5% | $67,652-37.8% | $125,389-66.4% |
| Participation rate | 31.6% | 78.8%-47.2pp | 75.7%-44.1pp | 83.2%-51.6pp |
| Annual return | -2.88% | 9.46%-12.3pp | 6625.40%-6628.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $547 | $4,292-87.3% | $3,560-84.6% | $5,352-89.8% |
| Admin fee / account holder | $10,312 | $7,403+39.3% | $4,821+113.9% | $9,541+8.1% |