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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 | $28,536 | $73,848-61.4% | $143,799-80.2% | $68,486-58.3% |
| Participation rate | 36.0% | 66.7%-30.7pp | 80.3%-44.3pp | 67.9%-31.9pp |
| Annual return | -15.89% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $535 | $3,385-84.2% | $5,638-90.5% | $4,028-86.7% |
| Admin fee / account holder | $1,154 | $5,755-79.9% | $14,677-92.1% | $5,404-78.6% |