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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 | $79,142 | $82,674-4.3% | $125,381-36.9% | $68,486+15.6% |
| Participation rate | 31.9% | 75.1%-43.1pp | 82.4%-50.5pp | 67.9%-36.0pp |
| Annual return | -19.09% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,242 | $6,111-79.7% | $7,448-83.3% | $4,028-69.2% |
| Admin fee / account holder | $12,845 | $6,277+104.6% | $10,007+28.4% | $5,404+137.7% |