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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 | $63,421 | $82,674-23.3% | $125,381-49.4% | $68,486-7.4% |
| Participation rate | 60.9% | 75.1%-14.2pp | 82.4%-21.5pp | 67.9%-7.0pp |
| Annual return | -10.29% | -5.97%-4.3pp | 572.31%-582.6pp | -7.85%-2.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,996 | $6,111-67.3% | $7,448-73.2% | $4,028-50.4% |
| Admin fee / account holder | $671 | $6,277-89.3% | $10,007-93.3% | $5,404-87.6% |