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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 | $68,357 | $81,870-16.5% | $119,622-42.9% | $68,486-0.2% |
| Participation rate | 0.0% | 71.9%-71.9pp | 79.3%-79.3pp | 67.9%-67.9pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,139 | $2,692-20.5% | $4,232-49.4% | $2,597-17.6% |
| Participant deferral / active EE | $1,512 | $4,148-63.6% | $5,601-73.0% | $4,028-62.5% |
| Admin fee / account holder | $9,652 | $6,583+46.6% | $10,328-6.5% | $5,404+78.6% |