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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 | $45,834 | $69,708-34.2% | $67,560-32.2% | $74,478-38.5% |
| Participation rate | 18.2% | 71.4%-53.2pp | 72.9%-54.8pp | 67.2%-49.0pp |
| Annual return | 11.73% | -40.67%+52.4pp | 3533.50%-3521.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,171 | $3,637-67.8% | $4,004-70.8% | $4,350-73.1% |
| Admin fee / account holder | $6,011 | $887+577.6% | $3,994+50.5% | $1,946+208.9% |