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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 | $72,416 | $99,668-27.3% | $86,451-16.2% | $134,545-46.2% |
| Participation rate | 52.2% | 82.1%-29.9pp | 80.3%-28.2pp | 81.2%-29.1pp |
| Annual return | -12.69% | 6789.61%-6802.3pp | 4398.51%-4411.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $625 | $4,403-85.8% | $3,770-83.4% | $4,742-86.8% |
| Participant deferral / active EE | $1,704 | $7,249-76.5% | $6,953-75.5% | $6,401-73.4% |
| Admin fee / account holder | $41,506 | $8,377+395.5% | $6,734+516.3% | $11,431+263.1% |