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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 | $43,530 | $59,116-26.4% | $86,438-49.6% | $68,486-36.4% |
| Participation rate | 43.3% | 75.2%-31.9pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -4.88% | -0.23%-4.7pp | 4397.19%-4402.1pp | -7.85%+3.0pp |
| Employer contribution / active EE | $1,201 | $2,519-52.3% | $3,769-68.1% | $2,597-53.7% |
| Participant deferral / active EE | $2,006 | $5,902-66.0% | $6,952-71.1% | $4,028-50.2% |
| Admin fee / account holder | $34,415 | $5,639+510.3% | $6,733+411.1% | $5,404+536.9% |