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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 | $52,688 | $100,805-47.7% | $86,698-39.2% | $134,532-60.8% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -2.61% | 29.09%-31.7pp | 35.95%-38.6pp | 418.27%-420.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $417 | $5,339-92.2% | $4,656-91.0% | $6,401-93.5% |
| Admin fee / account holder | $124,296 | $10,925+1037.7% | $7,493+1558.9% | $11,429+987.6% |