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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 | $105,418 | $134,001-21.3% | $112,258-6.1% | $134,509-21.6% |
| Participation rate | 21.1% | 78.6%-57.5pp | 75.1%-54.0pp | 81.2%-60.2pp |
| Annual return | -11.43% | 47.15%-58.6pp | 27.47%-38.9pp | 418.13%-429.6pp |
| Employer contribution / active EE | $3,691 | $4,039-8.6% | $3,636+1.5% | $4,741-22.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $25,928 | $7,491+246.1% | $6,411+304.4% | $11,427+126.9% |