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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 | $119,566 | $93,117+28.4% | $77,096+55.1% | $134,532-11.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -12.70% | 62.67%-75.4pp | 42.35%-55.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $277 | $5,241-94.7% | $4,429-93.8% | $6,401-95.7% |
| Admin fee / account holder | $33,581 | $6,948+383.3% | $5,428+518.6% | $11,429+193.8% |