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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 | $22,559 | $73,848-69.5% | $143,799-84.3% | $68,486-67.1% |
| Participation rate | 12.0% | 66.7%-54.7pp | 80.3%-68.3pp | 67.9%-55.9pp |
| Annual return | -17.86% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $448 | $3,385-86.8% | $5,638-92.0% | $4,028-88.9% |
| Admin fee / account holder | $11,684 | $5,755+103.0% | $14,677-20.4% | $5,404+116.2% |