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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 | $31,611 | $90,448-65.1% | $93,786-66.3% | $134,545-76.5% |
| Participation rate | 38.5% | 82.0%-43.5pp | 81.0%-42.5pp | 81.2%-42.8pp |
| Annual return | -7.51% | -15.71%+8.2pp | -11.32%+3.8pp | 418.37%-425.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,032 | $5,983-66.0% | $6,100-66.7% | $6,401-68.3% |
| Admin fee / account holder | $61,437 | $9,232+565.5% | $7,184+755.2% | $11,431+437.5% |