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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 | $34,000 | $54,370-37.5% | $82,763-58.9% | $68,490-50.4% |
| Participation rate | 11.1% | 63.9%-52.8pp | 72.6%-61.5pp | 67.9%-56.8pp |
| Annual return | -6.79% | -13.67%+6.9pp | 702.45%-709.2pp | -7.85%+1.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $545 | $3,247-83.2% | $4,395-87.6% | $4,028-86.5% |
| Admin fee / account holder | $19,527 | $4,398+344.0% | $5,325+266.7% | $5,403+261.4% |