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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 | $65,816 | $59,111+11.3% | $86,451-23.9% | $68,490-3.9% |
| Participation rate | 17.0% | 75.2%-58.2pp | 80.3%-63.4pp | 67.9%-50.9pp |
| Annual return | -17.77% | -0.22%-17.5pp | 4398.51%-4416.3pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,211 | $5,900-62.5% | $6,953-68.2% | $4,028-45.1% |
| Admin fee / account holder | $14,631 | $5,640+159.4% | $6,734+117.2% | $5,403+170.8% |