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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 | $32,486 | $44,714-27.3% | $91,225-64.4% | $66,938-51.5% |
| Participation rate | 13.0% | 65.0%-52.0pp | 73.2%-60.2pp | 69.8%-56.8pp |
| Annual return | -10.86% | -12.25%+1.4pp | 114.12%-125.0pp | 1.58%-12.4pp |
| Employer contribution / active EE | $0 | $1,710-100.0% | $2,851-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $864 | $3,355-74.3% | $4,233-79.6% | $4,238-79.6% |
| Admin fee / account holder | $683 | $521+31.1% | $5,422-87.4% | $594+15.1% |