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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 | $75,440 | $129,960-42.0% | $104,299-27.7% | $134,545-43.9% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -17.14% | 42.06%-59.2pp | 24.62%-41.8pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $316 | $5,589-94.3% | $4,626-93.2% | $6,401-95.1% |
| Admin fee / account holder | $33,204 | $9,324+256.1% | $7,339+352.4% | $11,431+190.5% |