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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 | $37,746 | $59,819-36.9% | $79,583-52.6% | $68,490-44.9% |
| Participation rate | 10.6% | 61.1%-50.4pp | 69.5%-58.9pp | 67.9%-57.3pp |
| Annual return | -14.10% | -12.30%-1.8pp | 0.16%-14.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $850 | $3,025-71.9% | $3,986-78.7% | $4,028-78.9% |
| Admin fee / account holder | $21,399 | $4,835+342.6% | $6,835+213.1% | $5,403+296.1% |