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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 | $35,842 | $57,350-37.5% | $83,850-57.3% | $64,181-44.2% |
| Participation rate | 18.2% | 68.6%-50.4pp | 76.1%-58.0pp | 69.6%-51.4pp |
| Annual return | -7.19% | 11.38%-18.6pp | 850.92%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $86 | $2,993-97.1% | $4,082-97.9% | $3,470-97.5% |
| Admin fee / account holder | $1,319 | $4,046-67.4% | $5,478-75.9% | $4,887-73.0% |