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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 | $33,207 | $42,396-21.7% | $67,313-50.7% | $56,289-41.0% |
| Participation rate | 18.7% | 61.0%-42.3pp | 69.1%-50.4pp | 69.9%-51.2pp |
| Annual return | -6.20% | -36.63%+30.4pp | -4.08%-2.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $824 | $2,360-65.1% | $3,568-76.9% | $3,350-75.4% |
| Admin fee / account holder | $1,659 | $510+225.5% | $4,507-63.2% | $521+218.4% |