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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 | $32,527 | $92,684-64.9% | $82,706-60.7% | $134,509-75.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -14.08% | 945.84%-959.9pp | 701.76%-715.8pp | 418.13%-432.2pp |
| Employer contribution / active EE | $375 | $3,272-88.5% | $3,007-87.5% | $4,741-92.1% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $41,377 | $5,982+591.7% | $5,329+676.5% | $11,427+262.1% |