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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 | $71,297 | $99,668-28.5% | $86,451-17.5% | $134,545-47.0% |
| Participation rate | 31.3% | 82.1%-50.8pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -10.07% | 6789.61%-6799.7pp | 4398.51%-4408.6pp | 418.37%-428.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $335 | $7,249-95.4% | $6,953-95.2% | $6,401-94.8% |
| Admin fee / account holder | $41,978 | $8,377+401.1% | $6,734+523.3% | $11,431+267.2% |