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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 | $124,758 | $134,001-6.9% | $112,258+11.1% | $134,509-7.2% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | -14.52% | 47.15%-61.7pp | 27.47%-42.0pp | 418.13%-432.7pp |
| Employer contribution / active EE | $982 | $4,039-75.7% | $3,636-73.0% | $4,741-79.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $953 | $7,491-87.3% | $6,411-85.1% | $11,427-91.7% |