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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 | $18,261 | $84,685-78.4% | $73,836-75.3% | $125,389-85.4% |
| Participation rate | 53.8% | 76.8%-22.9pp | 73.4%-19.6pp | 83.2%-29.3pp |
| Annual return | -3.38% | 3123.80%-3127.2pp | 2268.06%-2271.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,100 | $3,123-0.8% | $2,787+11.2% | $4,866-36.3% |
| Participant deferral / active EE | $27 | $3,993-99.3% | $3,583-99.2% | $5,352-99.5% |
| Admin fee / account holder | $5,508 | $5,694-3.3% | $4,882+12.8% | $9,541-42.3% |