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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 | $87,829 | $97,729-10.1% | $83,830+4.8% | $135,379-35.1% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -6.71% | 1287.52%-1294.2pp | 850.97%-857.7pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $808 | $4,683-82.8% | $4,082-80.2% | $5,609-85.6% |
| Admin fee / account holder | $2,143 | $6,674-67.9% | $5,479-60.9% | $10,828-80.2% |