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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 | $23,867 | $58,888-59.5% | $178,499-86.6% | $73,493-67.5% |
| Participation rate | 4.4% | 66.2%-61.8pp | 81.9%-77.5pp | 70.7%-66.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $310 | $2,568-87.9% | $5,202-94.0% | $3,740-91.7% |
| Admin fee / account holder | $1,379 | $400+244.4% | $13,986-90.1% | $513+168.7% |