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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 | $7,975 | $45,872-82.6% | $77,096-89.7% | $68,486-88.4% |
| Participation rate | 7.7% | 55.9%-48.2pp | 67.9%-60.2pp | 67.9%-60.2pp |
| Annual return | -19.17% | 1.73%-20.9pp | 42.35%-61.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $223 | $2,963-92.5% | $4,429-95.0% | $4,028-94.5% |
| Admin fee / account holder | $509 | $3,041-83.3% | $5,428-90.6% | $5,404-90.6% |