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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 | $34,074 | $106,551-68.0% | $91,225-62.6% | $134,532-74.7% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -16.16% | 160.78%-176.9pp | 114.12%-130.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $793 | $4,718-83.2% | $4,233-81.3% | $6,401-87.6% |
| Admin fee / account holder | $40,328 | $6,234+546.9% | $5,422+643.7% | $11,429+252.9% |