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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 | $46,687 | $75,962-38.5% | $154,108-69.7% | $64,173-27.2% |
| Participation rate | 11.8% | 70.4%-58.7pp | 83.0%-71.3pp | 69.6%-57.8pp |
| Annual return | -4.18% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $571 | $3,175-82.0% | $5,081-88.8% | $3,470-83.5% |
| Admin fee / account holder | $12,496 | $5,589+123.6% | $13,411-6.8% | $4,887+155.7% |