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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 | $92,766-58.3% | $82,763-53.3% | $134,545-71.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -12.71% | 946.97%-959.7pp | 702.45%-715.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $3,316 | $3,273+1.3% | $3,008+10.2% | $4,742-30.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $114,053 | $5,978+1808.0% | $5,325+2041.8% | $11,431+897.8% |