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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 | $38,688 | $92,707-58.3% | $82,726-53.2% | $134,493-71.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -12.71% | 945.12%-957.8pp | 701.33%-714.0pp | 418.01%-430.7pp |
| Employer contribution / active EE | $3,316 | $3,274+1.3% | $3,009+10.2% | $4,740-30.0% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $114,053 | $5,980+1807.1% | $5,328+2040.8% | $11,425+898.3% |