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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 | $64,907 | $27,632+134.9% | $61,452+5.6% | $68,486-5.2% |
| Participation rate | 9.1% | 39.5%-30.4pp | 52.6%-43.5pp | 67.9%-58.8pp |
| Annual return | -12.99% | -13.24%+0.2pp | 338.96%-351.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $117 | $696-83.2% | $1,160-89.9% | $2,597-95.5% |
| Participant deferral / active EE | $163 | $1,264-87.1% | $2,125-92.3% | $4,028-95.9% |
| Admin fee / account holder | $13,220 | $2,010+557.7% | $2,131+520.4% | $5,404+144.7% |