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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 | $34,181 | $42,909-20.3% | $60,906-43.9% | $68,486-50.1% |
| Participation rate | 43.4% | 66.8%-23.4pp | 73.1%-29.7pp | 67.9%-24.5pp |
| Annual return | -12.21% | -13.99%+1.8pp | 16.94%-29.1pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $498 | $2,866-82.6% | $3,814-86.9% | $4,028-87.6% |
| Admin fee / account holder | $8,168 | $3,104+163.2% | $3,227+153.1% | $5,404+51.2% |