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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 | $99,951 | $46,697+114.0% | $117,529-15.0% | $68,490+45.9% |
| Participation rate | 12.9% | 56.8%-43.9pp | 70.6%-57.7pp | 67.9%-55.0pp |
| Annual return | -16.00% | -14.52%-1.5pp | 29.77%-45.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $720 | $2,637-72.7% | $4,072-82.3% | $4,028-82.1% |
| Admin fee / account holder | $57,742 | $4,023+1335.5% | $5,645+922.8% | $5,403+968.7% |