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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 | $22,594 | $45,872-50.7% | $77,100-70.7% | $68,490-67.0% |
| Participation rate | 3.6% | 55.9%-52.4pp | 67.9%-64.4pp | 67.9%-64.3pp |
| Annual return | -18.00% | 1.73%-19.7pp | 42.35%-60.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $221 | $2,963-92.6% | $4,430-95.0% | $4,028-94.5% |
| Admin fee / account holder | $3,943 | $3,041+29.7% | $5,443-27.6% | $5,403-27.0% |