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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 | $42,236 | $45,872-7.9% | $77,100-45.2% | $68,490-38.3% |
| Participation rate | 23.1% | 55.9%-32.8pp | 67.9%-44.8pp | 67.9%-44.8pp |
| Annual return | -18.30% | 1.73%-20.0pp | 42.35%-60.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $367 | $1,650-77.8% | $2,815-87.0% | $2,597-85.9% |
| Participant deferral / active EE | $676 | $2,963-77.2% | $4,430-84.7% | $4,028-83.2% |
| Admin fee / account holder | $5,628 | $3,041+85.1% | $5,443+3.4% | $5,403+4.2% |