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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 | $34,529 | $82,674-58.2% | $125,381-72.5% | $68,486-49.6% |
| Participation rate | 9.1% | 75.1%-66.0pp | 82.4%-73.3pp | 67.9%-58.8pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $504 | $6,111-91.8% | $7,448-93.2% | $4,028-87.5% |
| Admin fee / account holder | $7,458 | $6,277+18.8% | $10,007-25.5% | $5,404+38.0% |