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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 | $35,504 | $82,678-57.1% | $125,391-71.7% | $68,490-48.2% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.2pp | 67.9%+1.3pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,022 | $6,111-66.9% | $7,448-72.9% | $4,028-49.8% |
| Admin fee / account holder | $2,412 | $6,277-61.6% | $10,009-75.9% | $5,403-55.4% |