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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 | $10,994 | $73,848-85.1% | $143,799-92.4% | $68,486-83.9% |
| Participation rate | 18.3% | 66.7%-48.3pp | 80.3%-62.0pp | 67.9%-49.6pp |
| Annual return | -11.90% | 0.91%-12.8pp | -0.04%-11.9pp | -7.85%-4.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $910 | $3,385-73.1% | $5,638-83.9% | $4,028-77.4% |
| Admin fee / account holder | $16,327 | $5,755+183.7% | $14,677+11.2% | $5,404+202.1% |