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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 | $75,709 | $75,962-0.3% | $154,111-50.9% | $64,173+18.0% |
| Participation rate | 9.0% | 70.4%-61.5pp | 83.0%-74.1pp | 69.6%-60.6pp |
| Annual return | -7.66% | 30.32%-38.0pp | 735.18%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $761 | $3,175-76.0% | $5,081-85.0% | $3,470-78.1% |
| Admin fee / account holder | $6,333 | $5,589+13.3% | $13,411-52.8% | $4,887+29.6% |