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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 | $55,959 | $85,790-34.8% | $67,313-16.9% | $135,380-58.7% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -8.89% | -0.54%-8.4pp | -4.08%-4.8pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $631 | $4,651-86.4% | $3,568-82.3% | $5,609-88.7% |
| Admin fee / account holder | $4,934 | $6,392-22.8% | $4,507+9.5% | $10,828-54.4% |