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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 | $11,429 | $73,839-84.5% | $143,788-92.1% | $68,495-83.3% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.03%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $358 | $3,384-89.4% | $5,638-93.7% | $4,028-91.1% |
| Admin fee / account holder | $2,017 | $5,755-64.9% | $14,675-86.3% | $5,403-62.7% |