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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 | $42,330 | $65,125-35.0% | $143,797-70.6% | $66,949-36.8% |
| Participation rate | 9.1% | 65.2%-56.1pp | 80.3%-71.2pp | 69.8%-60.7pp |
| Annual return | -16.73% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $563 | $2,920-80.7% | $5,638-90.0% | $4,239-86.7% |
| Admin fee / account holder | $2,046 | $503+307.1% | $14,679-86.1% | $594+244.8% |