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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 | $38,492 | $59,107-34.9% | $86,439-55.5% | $68,495-43.8% |
| Participation rate | 45.7% | 75.2%-29.5pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -13.67% | -0.23%-13.4pp | 4395.55%-4409.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,236 | $2,519-50.9% | $3,769-67.2% | $2,596-52.4% |
| Participant deferral / active EE | $2,316 | $5,901-60.8% | $6,952-66.7% | $4,028-42.5% |
| Admin fee / account holder | $92,765 | $5,637+1545.7% | $6,732+1278.0% | $5,403+1616.8% |