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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 | $53,443 | $84,685-36.9% | $73,836-27.6% | $125,389-57.4% |
| Participation rate | 23.8% | 76.8%-53.0pp | 73.4%-49.6pp | 83.2%-59.4pp |
| Annual return | -1.26% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $552 | $3,993-86.2% | $3,583-84.6% | $5,352-89.7% |
| Admin fee / account holder | $5,068 | $5,694-11.0% | $4,882+3.8% | $9,541-46.9% |