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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 | $34,825 | $82,674-57.9% | $125,381-72.2% | $68,486-49.2% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -16.12% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,603 | $6,111-73.8% | $7,448-78.5% | $4,028-60.2% |
| Admin fee / account holder | $1,428 | $6,277-77.2% | $10,007-85.7% | $5,404-73.6% |