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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 | $71,552 | $91,911-22.2% | $68,793+4.0% | $135,382-47.1% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -4.30% | -8.22%+3.9pp | -4.63%+0.3pp | 519.77%-524.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $286 | $4,315-93.4% | $3,311-91.4% | $5,609-94.9% |
| Admin fee / account holder | $39,768 | $9,240+330.4% | $5,131+675.1% | $10,829+267.3% |