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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 | $71,942 | $82,678-13.0% | $125,391-42.6% | $68,490+5.0% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -12.09% | -5.97%-6.1pp | 572.41%-584.5pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,671 | $6,111-72.7% | $7,448-77.6% | $4,028-58.5% |
| Admin fee / account holder | $550 | $6,277-91.2% | $10,009-94.5% | $5,403-89.8% |