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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 | $12,582 | $31,109-59.6% | $67,704-81.4% | $52,331-76.0% |
| Participation rate | 12.7% | 54.0%-41.3pp | 67.5%-54.8pp | 68.1%-55.4pp |
| Annual return | -2.04% | 23.70%-25.7pp | 25.41%-27.5pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $454 | $1,970-77.0% | $3,585-87.3% | $3,022-85.0% |
| Admin fee / account holder | $3,347 | $466+618.2% | $4,255-21.3% | $592+465.8% |