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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 | $86,949 | $82,674+5.2% | $125,381-30.7% | $68,486+27.0% |
| Participation rate | 14.6% | 75.1%-60.4pp | 82.4%-67.7pp | 67.9%-53.3pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.31%-588.2pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,590 | $6,111-74.0% | $7,448-78.6% | $4,028-60.5% |
| Admin fee / account holder | $396 | $6,277-93.7% | $10,007-96.0% | $5,404-92.7% |