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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 | $20,868 | $75,962-72.5% | $154,111-86.5% | $64,173-67.5% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | -3.12% | 30.32%-33.4pp | 735.18%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $301 | $3,175-90.5% | $5,081-94.1% | $3,470-91.3% |
| Admin fee / account holder | $19,817 | $5,589+254.6% | $13,411+47.8% | $4,887+305.5% |