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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 | $65,025 | $75,962-14.4% | $154,111-57.8% | $64,173+1.3% |
| Participation rate | 9.1% | 70.4%-61.3pp | 83.0%-73.9pp | 69.6%-60.5pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.18%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $403 | $3,350-88.0% | $5,298-92.4% | $2,381-83.1% |
| Participant deferral / active EE | $403 | $3,175-87.3% | $5,081-92.1% | $3,470-88.4% |
| Admin fee / account holder | $7,095 | $5,589+26.9% | $13,411-47.1% | $4,887+45.2% |