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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 | $47,824 | $95,975-50.2% | $74,549-35.8% | $135,379-64.7% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -5.66% | 56.96%-62.6pp | 32.53%-38.2pp | 519.79%-525.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $247 | $3,844-93.6% | $3,108-92.0% | $5,609-95.6% |
| Admin fee / account holder | $14,668 | $6,522+124.9% | $5,059+189.9% | $10,828+35.5% |