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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 | $50,679 | $93,098-45.6% | $77,081-34.3% | $134,509-62.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -17.74% | 62.63%-80.4pp | 42.33%-60.1pp | 418.13%-435.9pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $745 | $5,239-85.8% | $4,428-83.2% | $6,400-88.4% |
| Admin fee / account holder | $1,570 | $6,945-77.4% | $5,427-71.1% | $11,427-86.3% |