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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 | $18,401 | $56,339-67.3% | $104,301-82.4% | $68,495-73.1% |
| Participation rate | 9.5% | 63.3%-53.8pp | 73.3%-63.8pp | 67.9%-58.4pp |
| Annual return | -16.41% | -9.19%-7.2pp | 24.61%-41.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $228 | $3,077-92.6% | $4,626-95.1% | $4,028-94.3% |
| Admin fee / account holder | $458 | $4,902-90.6% | $7,340-93.8% | $5,403-91.5% |