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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 | $51,585 | $133,998-61.5% | $112,263-54.0% | $134,545-61.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -13.63% | 47.17%-60.8pp | 27.49%-41.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,396 | $4,040-65.4% | $3,636-61.6% | $4,742-70.6% |
| Participant deferral / active EE | $1,396 | $5,292-73.6% | $4,729-70.5% | $6,401-78.2% |
| Admin fee / account holder | $112,273 | $7,493+1398.4% | $6,410+1651.4% | $11,431+882.2% |