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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 | $57,775 | $97,732-40.9% | $83,831-31.1% | $135,380-57.3% |
| Participation rate | 30.8% | 80.0%-49.2pp | 76.1%-45.4pp | 82.6%-51.9pp |
| Annual return | -6.04% | 1287.56%-1293.6pp | 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 | $132 | $4,683-97.2% | $4,082-96.8% | $5,609-97.6% |
| Admin fee / account holder | $917 | $6,675-86.3% | $5,479-83.3% | $10,828-91.5% |