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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 | $31,655 | $32,117-1.4% | $71,086-55.5% | $64,173-50.7% |
| Participation rate | 15.4% | 42.7%-27.3pp | 54.7%-39.3pp | 69.6%-54.2pp |
| Annual return | -5.40% | -5.57%+0.2pp | 650.59%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $269 | $712-62.2% | $1,088-75.3% | $2,381-88.7% |
| Participant deferral / active EE | $335 | $1,263-73.4% | $1,874-82.1% | $3,470-90.3% |
| Admin fee / account holder | $6,308 | $2,759+128.6% | $3,082+104.6% | $4,887+29.1% |