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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 | $43,914 | $138,075-68.2% | $123,552-64.5% | $135,379-67.6% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $196 | $6,800-97.1% | $6,426-97.0% | $5,609-96.5% |
| Admin fee / account holder | $108,813 | $10,917+896.7% | $9,285+1072.0% | $10,828+904.9% |