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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 | $12,831 | $73,839-82.6% | $143,788-91.1% | $68,495-81.3% |
| Participation rate | 18.1% | 66.7%-48.6pp | 80.3%-62.3pp | 67.9%-49.8pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.03%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $414 | $3,184-87.0% | $4,952-91.6% | $2,596-84.0% |
| Participant deferral / active EE | $588 | $3,384-82.6% | $5,638-89.6% | $4,028-85.4% |
| Admin fee / account holder | $2,050 | $5,755-64.4% | $14,675-86.0% | $5,403-62.1% |