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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 | $14,186 | $69,012-79.4% | $160,037-91.1% | $68,490-79.3% |
| Participation rate | 9.8% | 65.4%-55.7pp | 78.0%-68.2pp | 67.9%-58.1pp |
| Annual return | -15.94% | -9.65%-6.3pp | 408.95%-424.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $170 | $4,212-96.0% | $6,184-97.3% | $4,028-95.8% |
| Admin fee / account holder | $695 | $4,798-85.5% | $8,716-92.0% | $5,403-87.1% |