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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 | $26,606 | $53,162-50.0% | $91,225-70.8% | $68,486-61.2% |
| Participation rate | 13.3% | 63.2%-49.9pp | 73.2%-59.9pp | 67.9%-54.6pp |
| Annual return | -14.54% | -3.14%-11.4pp | 114.12%-128.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $40 | $2,974-98.7% | $4,233-99.1% | $4,028-99.0% |
| Admin fee / account holder | $11,953 | $4,493+166.0% | $5,422+120.4% | $5,404+121.2% |