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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 | $31,427 | $88,585-64.5% | $69,884-55.0% | $134,532-76.6% |
| Participation rate | 9.1% | 74.9%-65.8pp | 70.5%-61.4pp | 81.2%-72.1pp |
| Annual return | -19.71% | 442.80%-462.5pp | 190.81%-210.5pp | 418.27%-438.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $131 | $4,770-97.3% | $3,848-96.6% | $6,401-98.0% |
| Admin fee / account holder | $2,075 | $10,441-80.1% | $6,266-66.9% | $11,429-81.8% |