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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 | $34,455 | $73,848-53.3% | $143,799-76.0% | $68,486-49.7% |
| Participation rate | 5.1% | 66.7%-61.5pp | 80.3%-75.2pp | 67.9%-62.8pp |
| Annual return | 541.54% | 0.91%+540.6pp | -0.04%+541.6pp | -7.85%+549.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $91 | $3,385-97.3% | $5,638-98.4% | $4,028-97.8% |
| Admin fee / account holder | $9,521 | $5,755+65.4% | $14,677-35.1% | $5,404+76.2% |