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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 | $33,886 | $75,962-55.4% | $154,108-78.0% | $64,173-47.2% |
| Participation rate | 8.3% | 70.4%-62.1pp | 83.0%-74.7pp | 69.6%-61.2pp |
| Annual return | -3.43% | 30.32%-33.8pp | 735.21%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $267 | $3,175-91.6% | $5,081-94.7% | $3,470-92.3% |
| Admin fee / account holder | $45,813 | $5,589+719.7% | $13,411+241.6% | $4,887+837.4% |