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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 | $27,555 | $57,350-52.0% | $83,850-67.1% | $64,181-57.1% |
| Participation rate | 11.3% | 68.6%-57.4pp | 76.1%-64.9pp | 69.6%-58.3pp |
| Annual return | -2.35% | 11.38%-13.7pp | 850.92%-853.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $947 | $2,993-68.4% | $4,082-76.8% | $3,470-72.7% |
| Admin fee / account holder | $18,188 | $4,046+349.6% | $5,478+232.0% | $4,887+272.2% |