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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 | $2,607 | $27,632-90.6% | $61,399-95.8% | $68,495-96.2% |
| Participation rate | 3.8% | 39.5%-35.7pp | 52.6%-48.7pp | 67.9%-64.0pp |
| Annual return | -19.87% | -13.24%-6.6pp | 338.81%-358.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $64 | $1,264-94.9% | $2,124-97.0% | $4,028-98.4% |
| Admin fee / account holder | $4,577 | $2,010+127.7% | $2,131+114.8% | $5,403-15.3% |