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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 | $95,098 | $95,915-0.9% | $79,580+19.5% | $134,532-29.3% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | -16.11% | -2.71%-13.4pp | 0.15%-16.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $971 | $4,693-79.3% | $3,985-75.6% | $6,401-84.8% |
| Admin fee / account holder | $29,224 | $9,132+220.0% | $6,835+327.6% | $11,429+155.7% |