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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 | $14,578 | $49,177-70.4% | $79,467-81.7% | $64,173-77.3% |
| Participation rate | 17.1% | 65.0%-47.9pp | 73.3%-56.2pp | 69.6%-52.4pp |
| Annual return | -7.62% | -1.16%-6.5pp | 718.30%-725.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $529 | $2,821-81.3% | $3,704-85.7% | $3,470-84.8% |
| Admin fee / account holder | $2,242 | $3,839-41.6% | $5,104-56.1% | $4,887-54.1% |