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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 | $62,167 | $82,674-24.8% | $125,363-50.4% | $68,495-9.2% |
| Participation rate | 45.7% | 75.0%-29.3pp | 82.4%-36.7pp | 67.9%-22.2pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.15%-587.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,363 | $6,111-61.3% | $7,447-68.3% | $4,028-41.3% |
| Admin fee / account holder | $14,900 | $6,276+137.4% | $10,005+48.9% | $5,403+175.8% |