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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 | $88,475 | $82,674+7.0% | $125,381-29.4% | $68,486+29.2% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.4%-35.5pp | 67.9%-21.0pp |
| Annual return | -5.75% | -5.97%+0.2pp | 572.31%-578.1pp | -7.85%+2.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,627 | $6,111-73.4% | $7,448-78.2% | $4,028-59.6% |
| Admin fee / account holder | $14,198 | $6,277+126.2% | $10,007+41.9% | $5,404+162.7% |