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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 | $85,598 | $82,674+3.5% | $125,363-31.7% | $68,495+25.0% |
| Participation rate | 64.0% | 75.0%-11.0pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -12.46% | -5.97%-6.5pp | 572.15%-584.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,321 | $6,111-78.4% | $7,447-82.3% | $4,028-67.2% |
| Admin fee / account holder | $484 | $6,276-92.3% | $10,005-95.2% | $5,403-91.0% |