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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 | $12,453 | $27,632-54.9% | $61,399-79.7% | $68,495-81.8% |
| Participation rate | 11.5% | 39.5%-28.0pp | 52.6%-41.0pp | 67.9%-56.4pp |
| Annual return | -17.90% | -13.24%-4.7pp | 338.81%-356.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $155 | $696-77.7% | $1,159-86.6% | $2,596-94.0% |
| Participant deferral / active EE | $240 | $1,264-81.0% | $2,124-88.7% | $4,028-94.0% |
| Admin fee / account holder | $2,557 | $2,010+27.2% | $2,131+20.0% | $5,403-52.7% |