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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 | $44,903 | $69,012-34.9% | $160,037-71.9% | $68,490-34.4% |
| Participation rate | 11.1% | 65.4%-54.3pp | 78.0%-66.9pp | 67.9%-56.8pp |
| Annual return | -6.09% | -9.65%+3.6pp | 408.95%-415.0pp | -7.85%+1.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $728 | $4,212-82.7% | $6,184-88.2% | $4,028-81.9% |
| Admin fee / account holder | $51,601 | $4,798+975.4% | $8,716+492.0% | $5,403+855.1% |