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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 | $31,190 | $81,870-61.9% | $119,634-73.9% | $68,490-54.5% |
| Participation rate | 44.9% | 71.9%-27.0pp | 79.3%-34.4pp | 67.9%-23.0pp |
| Annual return | -3.14% | -23.82%+20.7pp | -14.98%+11.8pp | -7.85%+4.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,541 | $4,148-62.8% | $5,601-72.5% | $4,028-61.7% |
| Admin fee / account holder | $16,794 | $6,583+155.1% | $10,329+62.6% | $5,403+210.8% |