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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 | $22,315 | $84,551-73.6% | $61,452-63.7% | $134,532-83.4% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -12.62% | 585.39%-598.0pp | 338.96%-351.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $101 | $1,545-93.4% | $1,160-91.3% | $4,741-97.9% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,849 | $2,587+48.8% | $2,131+80.6% | $11,429-66.3% |