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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 | $48,380 | $54,355-11.0% | $82,744-41.5% | $68,486-29.4% |
| Participation rate | 35.4% | 63.9%-28.5pp | 72.6%-37.1pp | 67.9%-32.5pp |
| Annual return | -14.86% | -13.67%-1.2pp | 702.22%-717.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $639 | $2,219-71.2% | $3,008-78.8% | $2,597-75.4% |
| Participant deferral / active EE | $883 | $3,246-72.8% | $4,395-79.9% | $4,028-78.1% |
| Admin fee / account holder | $20,377 | $4,397+363.5% | $5,325+282.7% | $5,404+277.1% |