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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 | $23,521 | $37,463-37.2% | $77,096-69.5% | $66,938-64.9% |
| Participation rate | 19.0% | 52.9%-33.9pp | 67.9%-48.9pp | 69.8%-50.8pp |
| Annual return | -17.59% | -3.25%-14.3pp | 42.35%-59.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $618 | $2,621-76.4% | $4,429-86.1% | $4,238-85.4% |
| Admin fee / account holder | $1,748 | $568+207.8% | $5,428-67.8% | $594+194.5% |