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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 | $34,005 | $72,404-53.0% | $110,243-69.2% | $64,173-47.0% |
| Participation rate | 31.3% | 73.3%-42.1pp | 79.8%-48.6pp | 69.6%-38.3pp |
| Annual return | -1.88% | -6.29%+4.4pp | 314.76%-316.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $637 | $3,469-81.6% | $4,672-86.4% | $3,470-81.6% |
| Admin fee / account holder | $29,018 | $5,664+412.3% | $8,548+239.5% | $4,887+493.7% |