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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 | $32,093 | $82,678-61.2% | $125,391-74.4% | $68,490-53.1% |
| Participation rate | 17.2% | 75.1%-57.9pp | 82.4%-65.2pp | 67.9%-50.7pp |
| Annual return | -3.63% | -5.97%+2.3pp | 572.41%-576.0pp | -7.85%+4.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $524 | $6,111-91.4% | $7,448-93.0% | $4,028-87.0% |
| Admin fee / account holder | $3,329 | $6,277-47.0% | $10,009-66.7% | $5,403-38.4% |