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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 | $33,309 | $43,550-23.5% | $63,244-47.3% | $52,331-36.3% |
| Participation rate | 48.6% | 65.7%-17.1pp | 71.0%-22.4pp | 68.1%-19.5pp |
| Annual return | -0.54% | 2.03%-2.6pp | -70.31%+69.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $773 | $2,254-65.7% | $2,953-73.8% | $3,022-74.4% |
| Admin fee / account holder | $2,844 | $387+635.0% | $5,893-51.7% | $592+380.7% |