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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 | $50,834 | $92,766-45.2% | $82,763-38.6% | $134,545-62.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.54% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,876 | $3,273-42.7% | $3,008-37.7% | $4,742-60.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $327 | $5,978-94.5% | $5,325-93.9% | $11,431-97.1% |