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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 | $61,153 | $82,314-25.7% | $68,808-11.1% | $134,532-54.5% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -12.29% | -2.18%-10.1pp | -6.37%-5.9pp | 418.27%-430.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $723 | $4,740-84.7% | $3,942-81.7% | $6,401-88.7% |
| Admin fee / account holder | $31,664 | $6,484+388.3% | $4,936+541.5% | $11,429+177.1% |