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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 | $20,550 | $59,834-65.7% | $79,576-74.2% | $68,495-70.0% |
| Participation rate | 18.0% | 61.1%-43.1pp | 69.5%-51.5pp | 67.9%-49.9pp |
| Annual return | -14.29% | -12.30%-2.0pp | 0.15%-14.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $108 | $3,024-96.4% | $3,985-97.3% | $4,028-97.3% |
| Admin fee / account holder | $7,070 | $4,835+46.2% | $6,834+3.4% | $5,403+30.8% |