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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 | $26,917 | $92,684-71.0% | $82,706-67.5% | $134,509-80.0% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.4pp | 81.2%-70.1pp |
| Annual return | -16.68% | 945.84%-962.5pp | 701.76%-718.4pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $849 | $4,800-82.3% | $4,394-80.7% | $6,400-86.7% |
| Admin fee / account holder | $25,196 | $5,982+321.2% | $5,329+372.8% | $11,427+120.5% |