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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 | $29,635 | $73,863-59.9% | $143,797-79.4% | $68,490-56.7% |
| Participation rate | 9.6% | 66.7%-57.0pp | 80.3%-70.7pp | 67.9%-58.3pp |
| Annual return | -4.12% | 0.91%-5.0pp | -0.04%-4.1pp | -7.85%+3.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $631 | $3,385-81.4% | $5,638-88.8% | $4,028-84.3% |
| Admin fee / account holder | $12,802 | $5,756+122.4% | $14,679-12.8% | $5,403+136.9% |