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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 | $32,295 | $42,396-23.8% | $67,313-52.0% | $56,287-42.6% |
| Participation rate | 35.2% | 61.0%-25.8pp | 69.1%-33.9pp | 69.9%-34.7pp |
| Annual return | -3.33% | -36.63%+33.3pp | -4.08%+0.7pp | -9.96%+6.6pp |
| Employer contribution / active EE | $413 | $1,414-70.8% | $2,566-83.9% | $2,111-80.5% |
| Participant deferral / active EE | $753 | $2,360-68.1% | $3,568-78.9% | $3,350-77.5% |
| Admin fee / account holder | $12,793 | $510+2410.5% | $4,507+183.9% | $521+2355.8% |