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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 | $65,862 | $54,357+21.2% | $82,706-20.4% | $68,495-3.8% |
| Participation rate | 24.1% | 63.9%-39.8pp | 72.6%-48.4pp | 67.9%-43.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.76%-701.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $209 | $3,246-93.6% | $4,394-95.3% | $4,028-94.8% |
| Admin fee / account holder | $1,589 | $4,396-63.8% | $5,329-70.2% | $5,403-70.6% |