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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 | $34,048 | $81,870-58.4% | $119,608-71.5% | $68,495-50.3% |
| Participation rate | 23.1% | 71.9%-48.8pp | 79.3%-56.2pp | 67.9%-44.8pp |
| Annual return | -14.29% | -23.82%+9.5pp | -14.98%+0.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $632 | $4,148-84.8% | $5,601-88.7% | $4,028-84.3% |
| Admin fee / account holder | $15,144 | $6,583+130.0% | $10,326+46.7% | $5,403+180.3% |