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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 | $21,650 | $45,872-52.8% | $77,100-71.9% | $68,490-68.4% |
| Participation rate | 35.4% | 55.9%-20.6pp | 67.9%-32.6pp | 67.9%-32.5pp |
| Annual return | -9.55% | 1.73%-11.3pp | 42.35%-51.9pp | -7.85%-1.7pp |
| Employer contribution / active EE | $305 | $1,650-81.5% | $2,815-89.2% | $2,597-88.3% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,431 | $3,041+440.3% | $5,443+201.8% | $5,403+204.1% |