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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 | $124,953 | $94,529+32.2% | $140,019-10.8% | $64,181+94.7% |
| Participation rate | 20.3% | 84.1%-63.8pp | 87.5%-67.2pp | 69.6%-49.3pp |
| Annual return | -5.56% | 7.77%-13.3pp | 651.15%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,476 | $5,250-71.9% | $6,927-78.7% | $3,470-57.5% |
| Admin fee / account holder | $1,042 | $6,741-84.5% | $10,705-90.3% | $4,887-78.7% |