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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 | $49,137 | $78,694-37.6% | $67,652-27.4% | $125,389-60.8% |
| Participation rate | 65.0% | 78.8%-13.8pp | 75.7%-10.7pp | 83.2%-18.2pp |
| Annual return | -2.37% | 9.46%-11.8pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,187 | $4,292-72.3% | $3,560-66.7% | $5,352-77.8% |
| Admin fee / account holder | $6,705 | $7,403-9.4% | $4,821+39.1% | $9,541-29.7% |