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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 | $91,725 | $95,917-4.4% | $79,583+15.3% | $134,545-31.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -14.13% | -2.70%-11.4pp | 0.16%-14.3pp | 418.37%-432.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $166 | $4,694-96.5% | $3,986-95.8% | $6,401-97.4% |
| Admin fee / account holder | $461 | $9,132-95.0% | $6,835-93.3% | $11,431-96.0% |