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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 | $48,851 | $92,684-47.3% | $82,706-40.9% | $134,509-63.7% |
| Participation rate | 31.3% | 75.2%-43.9pp | 72.6%-41.3pp | 81.2%-50.0pp |
| Annual return | -12.30% | 945.84%-958.1pp | 701.76%-714.1pp | 418.13%-430.4pp |
| Employer contribution / active EE | $536 | $3,272-83.6% | $3,007-82.2% | $4,741-88.7% |
| Participant deferral / active EE | $536 | $4,800-88.8% | $4,394-87.8% | $6,400-91.6% |
| Admin fee / account holder | $23,772 | $5,982+297.4% | $5,329+346.1% | $11,427+108.0% |