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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 | $69,774-34.3% | $67,561-32.2% | $74,429-38.4% |
| Participation rate | 18.2% | 71.4%-53.2pp | 72.9%-54.7pp | 67.2%-49.0pp |
| Annual return | 11.73% | -40.53%+52.3pp | 3525.44%-3513.7pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,171 | $3,636-67.8% | $4,003-70.7% | $4,348-73.1% |
| Admin fee / account holder | $6,011 | $890+575.6% | $4,006+50.1% | $1,944+209.2% |