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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 | $84,514 | $82,674+2.2% | $125,381-32.6% | $68,486+23.4% |
| Participation rate | 26.5% | 75.1%-48.6pp | 82.4%-55.9pp | 67.9%-41.4pp |
| Annual return | -16.32% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,189 | $6,111-80.5% | $7,448-84.0% | $4,028-70.5% |
| Admin fee / account holder | $4,563 | $6,277-27.3% | $10,007-54.4% | $5,404-15.6% |