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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 | $14,181 | $75,962-81.3% | $154,111-90.8% | $64,173-77.9% |
| Participation rate | 37.0% | 70.4%-33.4pp | 83.0%-46.0pp | 69.6%-32.5pp |
| Annual return | -4.78% | 30.32%-35.1pp | 735.18%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $348 | $3,175-89.0% | $5,081-93.2% | $3,470-90.0% |
| Admin fee / account holder | $4,066 | $5,589-27.3% | $13,411-69.7% | $4,887-16.8% |