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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 | $42,671 | $50,947-16.2% | $74,551-42.8% | $64,173-33.5% |
| Participation rate | 9.8% | 61.1%-51.3pp | 69.1%-59.4pp | 69.6%-59.8pp |
| Annual return | -2.88% | -1.85%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $430 | $2,302-81.3% | $3,108-86.2% | $3,470-87.6% |
| Admin fee / account holder | $32,847 | $4,221+678.2% | $5,059+549.3% | $4,887+572.1% |