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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 | $26,464 | $75,962-65.2% | $154,108-82.8% | $64,173-58.8% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | -7.36% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $677 | $3,175-78.7% | $5,081-86.7% | $3,470-80.5% |
| Admin fee / account holder | $2,946 | $5,589-47.3% | $13,411-78.0% | $4,887-39.7% |