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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 | $90,922 | $105,861-14.1% | $90,756+0.2% | $134,509-32.4% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -18.16% | -10.99%-7.2pp | -12.16%-6.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,073 | $5,217-79.4% | $4,565-76.5% | $6,400-83.2% |
| Admin fee / account holder | $4,075 | $13,938-70.8% | $8,445-51.7% | $11,427-64.3% |