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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 | $50,069 | $55,230-9.3% | $79,583-37.1% | - |
| Participation rate | 22.2% | 62.4%-40.2pp | 69.5%-47.3pp | - |
| Annual return | -15.24% | -17.05%+1.8pp | 0.16%-15.4pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,414-100.0% | - |
| Participant deferral / active EE | $809 | $2,804-71.2% | $3,986-79.7% | - |
| Admin fee / account holder | $629 | $7,320-91.4% | $6,835-90.8% | - |