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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 | $16,074 | $75,832-78.8% | $147,617-89.1% | $59,633-73.0% |
| Participation rate | 38.1% | 71.6%-33.5pp | 84.6%-46.5pp | 68.7%-30.6pp |
| Annual return | -1.85% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $528 | $3,131-83.1% | $4,895-89.2% | $3,192-83.5% |
| Admin fee / account holder | $4,443 | $5,986-25.8% | $11,612-61.7% | $4,297+3.4% |