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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 | $24,840 | $59,819-58.5% | $79,583-68.8% | $68,490-63.7% |
| Participation rate | 9.7% | 61.1%-51.4pp | 69.5%-59.8pp | 67.9%-58.2pp |
| Annual return | -8.65% | -12.30%+3.6pp | 0.16%-8.8pp | -7.85%-0.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $119 | $3,025-96.1% | $3,986-97.0% | $4,028-97.1% |
| Admin fee / account holder | $18,254 | $4,835+277.5% | $6,835+167.1% | $5,403+237.9% |