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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 | $47,027 | $53,162-11.5% | $91,227-48.5% | $68,490-31.3% |
| Participation rate | 15.7% | 63.2%-47.5pp | 73.2%-57.5pp | 67.9%-52.2pp |
| Annual return | -16.94% | -3.14%-13.8pp | 114.14%-131.1pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $647 | $2,974-78.2% | $4,234-84.7% | $4,028-83.9% |
| Admin fee / account holder | $18,521 | $4,493+312.2% | $5,423+241.5% | $5,403+242.8% |