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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 | $121,307 | $82,674+46.7% | $125,363-3.2% | $68,495+77.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 82.4%-57.4pp | 67.9%-42.9pp |
| Annual return | -12.06% | -5.97%-6.1pp | 572.15%-584.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $50 | $6,111-99.2% | $7,447-99.3% | $4,028-98.8% |
| Admin fee / account holder | $8,409 | $6,276+34.0% | $10,005-16.0% | $5,403+55.6% |