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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 | $89,405 | $100,811-11.3% | $86,698+3.1% | $134,545-33.5% |
| Participation rate | 52.9% | 79.0%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -9.94% | 29.11%-39.1pp | 35.96%-45.9pp | 418.37%-428.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,576 | $5,339-70.5% | $4,656-66.2% | $6,401-75.4% |
| Admin fee / account holder | $19,614 | $10,926+79.5% | $7,492+161.8% | $11,431+71.6% |