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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 | $33,935 | $92,684-63.4% | $82,706-59.0% | $134,509-74.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -20.01% | 945.84%-965.9pp | 701.76%-721.8pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,029 | $3,272-68.6% | $3,007-65.8% | $4,741-78.3% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $791 | $5,982-86.8% | $5,329-85.2% | $11,427-93.1% |