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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 | $24,512 | $55,449-55.8% | $83,831-70.8% | $56,289-56.5% |
| Participation rate | 17.8% | 68.0%-50.2pp | 76.1%-58.3pp | 69.9%-52.0pp |
| Annual return | -5.17% | -1.38%-3.8pp | 850.99%-856.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $433 | $2,935-85.2% | $4,082-89.4% | $3,350-87.1% |
| Admin fee / account holder | $3,555 | $656+441.9% | $5,479-35.1% | $521+582.3% |