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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 | $47,579 | $105,867-55.1% | $90,760-47.6% | $134,532-64.6% |
| Participation rate | 47.8% | 78.3%-30.4pp | 75.7%-27.9pp | 81.2%-33.4pp |
| Annual return | -9.43% | -10.99%+1.6pp | -12.16%+2.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,414 | $5,217-72.9% | $4,565-69.0% | $6,401-77.9% |
| Admin fee / account holder | $21,866 | $13,936+56.9% | $8,444+158.9% | $11,429+91.3% |