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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 | $36,080 | $95,975-62.4% | $74,552-51.6% | $135,382-73.3% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | -3.39% | 56.96%-60.4pp | 32.53%-35.9pp | 519.77%-523.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $733 | $3,844-80.9% | $3,108-76.4% | $5,609-86.9% |
| Admin fee / account holder | $11,230 | $6,522+72.2% | $5,060+121.9% | $10,829+3.7% |