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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 | $47,239 | $99,644-52.6% | $86,438-45.3% | $134,532-64.9% |
| Participation rate | 58.8% | 82.1%-23.2pp | 80.3%-21.5pp | 81.2%-22.4pp |
| Annual return | -8.91% | 6787.26%-6796.2pp | 4397.19%-4406.1pp | 418.27%-427.2pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $728 | $7,247-90.0% | $6,952-89.5% | $6,401-88.6% |
| Admin fee / account holder | $1,297 | $8,375-84.5% | $6,733-80.7% | $11,429-88.6% |