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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 | $73,008 | $67,372+8.4% | $60,906+19.9% | $134,532-45.7% |
| Participation rate | 4.2% | 76.2%-72.0pp | 73.1%-68.9pp | 81.2%-77.1pp |
| Annual return | -19.20% | 50.05%-69.2pp | 16.94%-36.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $933 | $4,532-79.4% | $3,814-75.5% | $6,401-85.4% |
| Admin fee / account holder | $18,404 | $4,588+301.1% | $3,227+470.3% | $11,429+61.0% |