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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 | $26,800 | $75,832-64.7% | $147,617-81.8% | $59,633-55.1% |
| Participation rate | 59.2% | 71.6%-12.4pp | 84.6%-25.4pp | 68.7%-9.5pp |
| Annual return | -2.42% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $516 | $3,131-83.5% | $4,895-89.5% | $3,192-83.8% |
| Admin fee / account holder | $2,182 | $5,986-63.6% | $11,612-81.2% | $4,297-49.2% |