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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 | $15,985 | $42,910-62.7% | $60,919-73.8% | $68,490-76.7% |
| Participation rate | 28.2% | 66.8%-38.6pp | 73.1%-44.9pp | 67.9%-39.7pp |
| Annual return | -5.97% | -13.99%+8.0pp | 16.96%-22.9pp | -7.85%+1.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $672 | $2,866-76.6% | $3,814-82.4% | $4,028-83.3% |
| Admin fee / account holder | $15,172 | $3,104+388.7% | $3,228+370.1% | $5,403+180.8% |