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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 | $216,699 | $82,678+162.1% | $125,391+72.8% | $68,490+216.4% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.4%-44.3pp | 67.9%-29.8pp |
| Annual return | -15.62% | -5.97%-9.7pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,470 | $6,111-59.6% | $7,448-66.8% | $4,028-38.7% |
| Admin fee / account holder | $19,008 | $6,277+202.8% | $10,009+89.9% | $5,403+251.8% |