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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 | $34,194 | $53,162-35.7% | $91,227-62.5% | $68,490-50.1% |
| Participation rate | 4.7% | 63.2%-58.6pp | 73.2%-68.5pp | 67.9%-63.2pp |
| Annual return | -18.08% | -3.14%-14.9pp | 114.14%-132.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3 | $2,974-99.9% | $4,234-99.9% | $4,028-99.9% |
| Admin fee / account holder | $802 | $4,493-82.2% | $5,423-85.2% | $5,403-85.2% |