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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 | $72,142 | $59,107+22.1% | $86,439-16.5% | $68,495+5.3% |
| Participation rate | 41.3% | 75.2%-34.0pp | 80.3%-39.1pp | 67.9%-26.6pp |
| Annual return | -15.57% | -0.23%-15.3pp | 4395.55%-4411.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,094 | $5,901-64.5% | $6,952-69.9% | $4,028-48.0% |
| Admin fee / account holder | $4,967 | $5,637-11.9% | $6,732-26.2% | $5,403-8.1% |