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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 | $65,767 | $99,668-34.0% | $86,451-23.9% | $134,545-51.1% |
| Participation rate | 47.4% | 82.1%-34.7pp | 80.3%-33.0pp | 81.2%-33.9pp |
| Annual return | -17.77% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,312 | $7,249-81.9% | $6,953-81.1% | $6,401-79.5% |
| Admin fee / account holder | $20,617 | $8,377+146.1% | $6,734+206.1% | $11,431+80.4% |