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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 | $92,169 | $82,674+11.5% | $125,381-26.5% | $68,486+34.6% |
| Participation rate | 30.3% | 75.1%-44.7pp | 82.4%-52.1pp | 67.9%-37.6pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,811 | $6,111-70.4% | $7,448-75.7% | $4,028-55.0% |
| Admin fee / account holder | $34,232 | $6,277+445.4% | $10,007+242.1% | $5,404+533.5% |