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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 | $31,819 | $58,600-45.7% | $83,327-61.8% | $64,173-50.4% |
| Participation rate | 10.2% | 72.0%-61.8pp | 77.8%-67.6pp | 69.6%-59.4pp |
| Annual return | -2.78% | 9.66%-12.4pp | 10.64%-13.4pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $50 | $4,656-98.9% | $5,565-99.1% | $3,470-98.6% |
| Admin fee / account holder | $29,656 | $9,282+219.5% | $7,540+293.3% | $4,887+506.8% |