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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 | $16,484 | $42,909-61.6% | $60,906-72.9% | $68,486-75.9% |
| Participation rate | 9.5% | 66.8%-57.3pp | 73.1%-63.6pp | 67.9%-58.4pp |
| Annual return | -15.28% | -13.99%-1.3pp | 16.94%-32.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $511 | $2,866-82.2% | $3,814-86.6% | $4,028-87.3% |
| Admin fee / account holder | $1,913 | $3,104-38.4% | $3,227-40.7% | $5,404-64.6% |