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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 | $26,378 | $27,632-4.5% | $61,452-57.1% | $68,486-61.5% |
| Participation rate | 12.5% | 39.5%-27.0pp | 52.6%-40.1pp | 67.9%-55.4pp |
| Annual return | -14.20% | -13.24%-1.0pp | 338.96%-353.2pp | -7.85%-6.3pp |
| Employer contribution / active EE | $181 | $696-73.9% | $1,160-84.4% | $2,597-93.0% |
| Participant deferral / active EE | $194 | $1,264-84.7% | $2,125-90.9% | $4,028-95.2% |
| Admin fee / account holder | $3,814 | $2,010+89.7% | $2,131+79.0% | $5,404-29.4% |