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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 | $32,680 | $75,962-57.0% | $154,108-78.8% | $64,173-49.1% |
| Participation rate | 68.1% | 70.4%-2.3pp | 83.0%-14.9pp | 69.6%-1.5pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,064 | $3,350-8.5% | $5,298-42.2% | $2,381+28.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,238 | $5,589-77.8% | $13,411-90.8% | $4,887-74.7% |