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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 | $45,052 | $67,396-33.2% | $60,919-26.0% | $134,545-66.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -2.67% | 50.12%-52.8pp | 16.96%-19.6pp | 418.37%-421.0pp |
| Employer contribution / active EE | $1,850 | $3,101-40.3% | $2,704-31.6% | $4,742-61.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,553 | $4,590-44.4% | $3,228-20.9% | $11,431-77.7% |