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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 | $73,308 | $82,674-11.3% | $125,381-41.5% | $68,486+7.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $875 | $3,382-74.1% | $4,815-81.8% | $2,597-66.3% |
| Participant deferral / active EE | $2,317 | $6,111-62.1% | $7,448-68.9% | $4,028-42.5% |
| Admin fee / account holder | $9,478 | $6,277+51.0% | $10,007-5.3% | $5,404+75.4% |