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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 | $14,901 | $53,546-72.2% | $69,890-78.7% | $68,490-78.2% |
| Participation rate | 8.5% | 64.5%-56.1pp | 70.5%-62.0pp | 67.9%-59.4pp |
| Annual return | -19.31% | -13.87%-5.4pp | 190.84%-210.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $349 | $2,957-88.2% | $3,848-90.9% | $4,028-91.3% |
| Admin fee / account holder | $2,050 | $4,693-56.3% | $6,267-67.3% | $5,403-62.1% |