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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 | $13,920 | $73,863-81.2% | $143,797-90.3% | $68,490-79.7% |
| Participation rate | 27.3% | 66.7%-39.4pp | 80.3%-53.0pp | 67.9%-40.6pp |
| Annual return | -14.86% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $500 | $3,385-85.2% | $5,638-91.1% | $4,028-87.6% |
| Admin fee / account holder | $645 | $5,756-88.8% | $14,679-95.6% | $5,403-88.1% |