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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 | $11,764 | $73,848-84.1% | $143,799-91.8% | $68,486-82.8% |
| Participation rate | 6.8% | 66.7%-59.8pp | 80.3%-73.5pp | 67.9%-61.0pp |
| Annual return | -17.65% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $403 | $3,385-88.1% | $5,638-92.9% | $4,028-90.0% |
| Admin fee / account holder | $2,411 | $5,755-58.1% | $14,677-83.6% | $5,404-55.4% |