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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 | $70,983 | $82,678-14.1% | $125,391-43.4% | $68,490+3.6% |
| Participation rate | 36.8% | 75.1%-38.2pp | 82.4%-45.5pp | 67.9%-31.1pp |
| Annual return | -8.01% | -5.97%-2.0pp | 572.41%-580.4pp | -7.85%-0.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,027 | $6,111-66.8% | $7,448-72.8% | $4,028-49.7% |
| Admin fee / account holder | $11,724 | $6,277+86.8% | $10,009+17.1% | $5,403+117.0% |