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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 | $11,505 | $45,872-74.9% | $77,096-85.1% | $68,486-83.2% |
| Participation rate | 14.7% | 55.9%-41.2pp | 67.9%-53.2pp | 67.9%-53.2pp |
| Annual return | -15.31% | 1.73%-17.0pp | 42.35%-57.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $634 | $2,963-78.6% | $4,429-85.7% | $4,028-84.2% |
| Admin fee / account holder | $1,313 | $3,041-56.8% | $5,428-75.8% | $5,404-75.7% |