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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 | $26,923 | $69,012-61.0% | $160,009-83.2% | $68,486-60.7% |
| Participation rate | 7.1% | 65.4%-58.3pp | 78.0%-70.8pp | 67.9%-60.8pp |
| Annual return | -10.88% | -9.65%-1.2pp | 408.85%-419.7pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3 | $4,212-99.9% | $6,183-100.0% | $4,028-99.9% |
| Admin fee / account holder | $3,584 | $4,798-25.3% | $8,715-58.9% | $5,404-33.7% |