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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 | $12,779 | $37,463-65.9% | $77,100-83.4% | $66,949-80.9% |
| Participation rate | 5.3% | 52.9%-47.7pp | 67.9%-62.7pp | 69.8%-64.6pp |
| Annual return | -10.99% | -3.25%-7.7pp | 42.35%-53.3pp | 1.57%-12.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $373 | $2,621-85.8% | $4,430-91.6% | $4,239-91.2% |
| Admin fee / account holder | $5,051 | $568+789.2% | $5,443-7.2% | $594+750.9% |