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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 | $11,326 | $73,848-84.7% | $143,799-92.1% | $68,486-83.5% |
| Participation rate | 25.4% | 66.7%-41.3pp | 80.3%-54.9pp | 67.9%-42.5pp |
| Annual return | -14.06% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $496 | $3,385-85.3% | $5,638-91.2% | $4,028-87.7% |
| Admin fee / account holder | $2,678 | $5,755-53.5% | $14,677-81.8% | $5,404-50.4% |