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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 | $47,487 | $138,076-65.6% | $123,553-61.6% | $135,380-64.9% |
| Participation rate | 5.6% | 84.7%-79.2pp | 82.3%-76.7pp | 82.6%-77.1pp |
| Annual return | -2.58% | 153.70%-156.3pp | 119.21%-121.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $67 | $6,800-99.0% | $6,426-99.0% | $5,609-98.8% |
| Admin fee / account holder | $67,891 | $10,917+521.9% | $9,284+631.2% | $10,828+527.0% |