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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 | $34,110 | $59,116-42.3% | $86,438-60.5% | $68,486-50.2% |
| Participation rate | 31.7% | 75.2%-43.5pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -13.84% | -0.23%-13.6pp | 4397.19%-4411.0pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,047 | $5,902-82.3% | $6,952-84.9% | $4,028-74.0% |
| Admin fee / account holder | $3,103 | $5,639-45.0% | $6,733-53.9% | $5,404-42.6% |