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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 | $81,656 | $69,012+18.3% | $160,009-49.0% | $68,486+19.2% |
| Participation rate | 20.0% | 65.4%-45.4pp | 78.0%-58.0pp | 67.9%-47.9pp |
| Annual return | -14.72% | -9.65%-5.1pp | 408.85%-423.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,295 | $4,212-69.2% | $6,183-79.0% | $4,028-67.8% |
| Admin fee / account holder | $16,242 | $4,798+238.5% | $8,715+86.4% | $5,404+200.6% |