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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 | $79,120 | $93,117-15.0% | $77,096+2.6% | $134,532-41.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -8.81% | 62.67%-71.5pp | 42.35%-51.2pp | 418.27%-427.1pp |
| Employer contribution / active EE | $780 | $3,420-77.2% | $2,814-72.3% | $4,741-83.6% |
| Participant deferral / active EE | $864 | $5,241-83.5% | $4,429-80.5% | $6,401-86.5% |
| Admin fee / account holder | $76,918 | $6,948+1007.1% | $5,428+1316.9% | $11,429+573.0% |