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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 | $28,012 | $117,623-76.2% | $71,702-60.9% | $134,509-79.2% |
| Participation rate | 28.6% | 68.9%-40.3pp | 62.3%-33.8pp | 81.2%-52.7pp |
| Annual return | -6.84% | 25.44%-32.3pp | 9.14%-16.0pp | 418.13%-425.0pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $230 | $3,759-93.9% | $2,658-91.3% | $6,400-96.4% |
| Admin fee / account holder | $17,008 | $6,379+166.6% | $3,974+328.0% | $11,427+48.8% |