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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 | $39,855 | $88,585-55.0% | $69,884-43.0% | $134,532-70.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -12.48% | 442.80%-455.3pp | 190.81%-203.3pp | 418.27%-430.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $668 | $4,770-86.0% | $3,848-82.6% | $6,401-89.6% |
| Admin fee / account holder | $56,578 | $10,441+441.9% | $6,266+802.9% | $11,429+395.1% |