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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 | $84,045 | $97,732-14.0% | $83,831+0.3% | $135,380-37.9% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -5.98% | 1287.56%-1293.5pp | 850.99%-857.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $375 | $4,683-92.0% | $4,082-90.8% | $5,609-93.3% |
| Admin fee / account holder | $51,885 | $6,675+677.3% | $5,479+847.0% | $10,828+379.2% |