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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 | $8,282 | $45,872-81.9% | $77,081-89.3% | $68,495-87.9% |
| Participation rate | 20.0% | 55.9%-35.9pp | 67.9%-47.9pp | 67.9%-47.9pp |
| Annual return | -17.42% | 1.73%-19.1pp | 42.33%-59.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $381 | $2,963-87.1% | $4,428-91.4% | $4,028-90.5% |
| Admin fee / account holder | $2,405 | $3,041-20.9% | $5,427-55.7% | $5,403-55.5% |