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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 | $134,132 | $32,117+317.6% | $71,089+88.7% | $64,173+109.0% |
| Participation rate | 40.9% | 42.7%-1.8pp | 54.6%-13.7pp | 69.6%-28.7pp |
| Annual return | -7.66% | -5.57%-2.1pp | 650.65%-658.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $43 | $1,263-96.6% | $1,873-97.7% | $3,470-98.8% |
| Admin fee / account holder | $571 | $2,759-79.3% | $3,082-81.5% | $4,887-88.3% |