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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 | $53,032 | $99,668-46.8% | $86,451-38.7% | $134,545-60.6% |
| Participation rate | 68.8% | 82.1%-13.3pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -10.84% | 6789.61%-6800.4pp | 4398.51%-4409.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,106 | $7,249-71.0% | $6,953-69.7% | $6,401-67.1% |
| Admin fee / account holder | $29,546 | $8,377+252.7% | $6,734+338.7% | $11,431+158.5% |