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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 | $70,632 | $82,674-14.6% | $125,381-43.7% | $68,486+3.1% |
| Participation rate | 37.0% | 75.1%-38.0pp | 82.4%-45.3pp | 67.9%-30.9pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,375 | $6,111-61.1% | $7,448-68.1% | $4,028-41.0% |
| Admin fee / account holder | $10,562 | $6,277+68.3% | $10,007+5.5% | $5,404+95.5% |