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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 | $88,411 | $72,404+22.1% | $110,243-19.8% | $64,173+37.8% |
| Participation rate | 57.6% | 73.3%-15.8pp | 79.8%-22.2pp | 69.6%-12.0pp |
| Annual return | -6.21% | -6.29%+0.1pp | 314.76%-321.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $698 | $3,469-79.9% | $4,672-85.1% | $3,470-79.9% |
| Admin fee / account holder | $2,880 | $5,664-49.2% | $8,548-66.3% | $4,887-41.1% |