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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 | $93,414 | $92,766+0.7% | $82,763+12.9% | $134,545-30.6% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -16.49% | 946.97%-963.5pp | 702.45%-718.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $402 | $4,802-91.6% | $4,395-90.9% | $6,401-93.7% |
| Admin fee / account holder | $114,972 | $5,978+1823.4% | $5,325+2059.0% | $11,431+905.8% |