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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 | $60,201 | $97,729-38.4% | $83,830-28.2% | $135,379-55.5% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -4.38% | 1287.52%-1291.9pp | 850.97%-855.4pp | 519.79%-524.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $907 | $4,683-80.6% | $4,082-77.8% | $5,609-83.8% |
| Admin fee / account holder | $11,452 | $6,674+71.6% | $5,479+109.0% | $10,828+5.8% |