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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 | $74,927 | $105,866-29.2% | $90,766-17.5% | $134,545-44.3% |
| Participation rate | 7.7% | 78.3%-70.6pp | 75.7%-68.0pp | 81.2%-73.5pp |
| Annual return | -15.12% | -10.99%-4.1pp | -12.16%-3.0pp | 418.37%-433.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $490 | $5,217-90.6% | $4,565-89.3% | $6,401-92.3% |
| Admin fee / account holder | $2,170 | $13,938-84.4% | $8,446-74.3% | $11,431-81.0% |