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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 | $33,624 | $45,872-26.7% | $77,100-56.4% | $68,490-50.9% |
| Participation rate | 37.1% | 55.9%-18.8pp | 67.9%-30.8pp | 67.9%-30.8pp |
| Annual return | -16.26% | 1.73%-18.0pp | 42.35%-58.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $555 | $2,963-81.3% | $4,430-87.5% | $4,028-86.2% |
| Admin fee / account holder | $878 | $3,041-71.1% | $5,443-83.9% | $5,403-83.8% |