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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 | $73,436 | $58,320+25.9% | $86,451-15.1% | $66,949+9.7% |
| Participation rate | 31.1% | 78.6%-47.5pp | 80.3%-49.2pp | 69.8%-38.7pp |
| Annual return | -17.84% | -9.71%-8.1pp | 4398.51%-4416.4pp | 1.57%-19.4pp |
| Employer contribution / active EE | $1,066 | $2,615-59.2% | $3,770-71.7% | $2,545-58.1% |
| Participant deferral / active EE | $2,458 | $6,899-64.4% | $6,953-64.7% | $4,239-42.0% |
| Admin fee / account holder | $1,088 | $546+99.3% | $6,734-83.8% | $594+83.3% |