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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 | $139,427 | $58,320+139.1% | $86,438+61.3% | $66,938+108.3% |
| Participation rate | 38.8% | 78.6%-39.8pp | 80.3%-41.5pp | 69.8%-31.0pp |
| Annual return | -12.18% | -9.71%-2.5pp | 4397.19%-4409.4pp | 1.58%-13.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,371 | $6,899-51.1% | $6,952-51.5% | $4,238-20.5% |
| Admin fee / account holder | $1,472 | $546+169.7% | $6,733-78.1% | $594+148.0% |