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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 | $63,190 | $49,471+27.7% | $79,583-20.6% | $66,949-5.6% |
| Participation rate | 9.1% | 61.4%-52.3pp | 69.5%-60.4pp | 69.8%-60.7pp |
| Annual return | -16.84% | 84.30%-101.1pp | 0.16%-17.0pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $642 | $3,160-79.7% | $3,986-83.9% | $4,239-84.9% |
| Admin fee / account holder | $1,052 | $595+76.8% | $6,835-84.6% | $594+77.2% |