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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 | $35,703 | $46,697-23.5% | $117,533-69.6% | $68,486-47.9% |
| Participation rate | 9.0% | 56.8%-47.8pp | 70.6%-61.6pp | 67.9%-58.9pp |
| Annual return | -6.40% | -14.52%+8.1pp | 29.77%-36.2pp | -7.85%+1.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $441 | $2,637-83.3% | $4,072-89.2% | $4,028-89.0% |
| Admin fee / account holder | $62,344 | $4,023+1449.9% | $5,647+1004.0% | $5,404+1053.7% |