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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 | $24,838 | $105,853-76.5% | $90,752-72.6% | $134,493-81.5% |
| Participation rate | 26.3% | 78.2%-51.9pp | 75.7%-49.4pp | 81.2%-54.9pp |
| Annual return | -9.25% | -10.99%+1.7pp | -12.16%+2.9pp | 418.01%-427.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $679 | $5,216-87.0% | $4,564-85.1% | $6,400-89.4% |
| Admin fee / account holder | $27,896 | $13,938+100.2% | $8,446+230.3% | $11,425+144.2% |