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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 | $58,705 | $95,975-38.8% | $74,549-21.3% | $135,379-56.6% |
| Participation rate | 11.1% | 75.7%-64.5pp | 69.1%-58.0pp | 82.6%-71.5pp |
| Annual return | -6.48% | 56.96%-63.4pp | 32.53%-39.0pp | 519.79%-526.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $207 | $3,844-94.6% | $3,108-93.3% | $5,609-96.3% |
| Admin fee / account holder | $8,752 | $6,522+34.2% | $5,059+73.0% | $10,828-19.2% |