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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 | $79,796 | $99,644-19.9% | $86,438-7.7% | $134,532-40.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -9.48% | 6787.26%-6796.7pp | 4397.19%-4406.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $3,591 | $4,402-18.4% | $3,769-4.7% | $4,741-24.3% |
| Participant deferral / active EE | $1,609 | $7,247-77.8% | $6,952-76.9% | $6,401-74.9% |
| Admin fee / account holder | $4,654 | $8,375-44.4% | $6,733-30.9% | $11,429-59.3% |