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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 | $46,886 | $49,177-4.7% | $79,467-41.0% | $64,173-26.9% |
| Participation rate | 23.8% | 65.0%-41.2pp | 73.3%-49.5pp | 69.6%-45.8pp |
| Annual return | -2.06% | -1.16%-0.9pp | 718.30%-720.4pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $607 | $2,821-78.5% | $3,704-83.6% | $3,470-82.5% |
| Admin fee / account holder | $18,480 | $3,839+381.4% | $5,104+262.1% | $4,887+278.1% |