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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 | $142,043 | $91,525+55.2% | $130,026+9.2% | $75,181+88.9% |
| Participation rate | 14.3% | 71.4%-57.2pp | 78.5%-64.2pp | 67.2%-52.9pp |
| Annual return | 17.45% | -631.40%+648.9pp | -137.26%+154.7pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $750 | $4,342-82.7% | $5,821-87.1% | $4,126-81.8% |
| Admin fee / account holder | $16,467 | $6,778+142.9% | $10,608+55.2% | $5,650+191.5% |