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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 | $76,258 | $82,678-7.8% | $125,391-39.2% | $68,490+11.3% |
| Participation rate | 51.3% | 75.1%-23.8pp | 82.4%-31.1pp | 67.9%-16.6pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,064 | $6,111-66.2% | $7,448-72.3% | $4,028-48.8% |
| Admin fee / account holder | $3,134 | $6,277-50.1% | $10,009-68.7% | $5,403-42.0% |