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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 | $75,371 | $82,630-8.8% | $64,105+17.6% | $125,389-39.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 68.2%-26.5pp | 83.2%-41.5pp |
| Annual return | -1.86% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $94 | $3,608-97.4% | $2,822-96.7% | $5,352-98.2% |
| Admin fee / account holder | $923 | $6,382-85.5% | $4,499-79.5% | $9,541-90.3% |