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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 | $22,329 | $75,962-70.6% | $154,108-85.5% | $64,173-65.2% |
| Participation rate | 61.5% | 70.4%-8.9pp | 83.0%-21.5pp | 69.6%-8.0pp |
| Annual return | -2.74% | 30.32%-33.1pp | 735.21%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $121 | $3,175-96.2% | $5,081-97.6% | $3,470-96.5% |
| Admin fee / account holder | $3,774 | $5,589-32.5% | $13,411-71.9% | $4,887-22.8% |