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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 | $159,748 | $56,197+184.3% | $67,652+136.1% | $59,633+167.9% |
| Participation rate | 6.1% | 71.5%-65.4pp | 75.7%-69.6pp | 68.7%-62.6pp |
| Annual return | -1.80% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $831 | $2,844-70.8% | $3,560-76.7% | $3,192-74.0% |
| Admin fee / account holder | $28,242 | $3,958+613.5% | $4,821+485.8% | $4,297+557.2% |