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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 | $97,324 | $99,668-2.4% | $86,451+12.6% | $134,545-27.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.06% | 6789.61%-6806.7pp | 4398.51%-4415.6pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,135 | $7,249-84.3% | $6,953-83.7% | $6,401-82.3% |
| Admin fee / account holder | $1,081 | $8,377-87.1% | $6,734-84.0% | $11,431-90.5% |