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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 | $34,410 | $99,647-65.5% | $86,439-60.2% | $134,509-74.4% |
| Participation rate | 35.3% | 82.1%-46.8pp | 80.3%-45.0pp | 81.2%-45.9pp |
| Annual return | -17.62% | 6784.13%-6801.8pp | 4395.55%-4413.2pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,825 | $7,246-74.8% | $6,952-73.7% | $6,400-71.5% |
| Admin fee / account holder | $1,482 | $8,373-82.3% | $6,732-78.0% | $11,427-87.0% |