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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 | $16,008 | $92,684-82.7% | $82,706-80.6% | $134,509-88.1% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | -13.50% | 945.84%-959.3pp | 701.76%-715.3pp | 418.13%-431.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $738 | $4,800-84.6% | $4,394-83.2% | $6,400-88.5% |
| Admin fee / account holder | $15,673 | $5,982+162.0% | $5,329+194.1% | $11,427+37.2% |