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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 | $69,871 | $88,596-21.1% | $70,093-0.3% | $134,493-48.0% |
| Participation rate | 47.8% | 74.9%-27.1pp | 70.5%-22.6pp | 81.2%-33.4pp |
| Annual return | -15.68% | 442.67%-458.3pp | 190.73%-206.4pp | 418.01%-433.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $330 | $4,772-93.1% | $3,849-91.4% | $6,400-94.8% |
| Admin fee / account holder | $4,166 | $10,441-60.1% | $6,267-33.5% | $11,425-63.5% |