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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 | $10,376 | $42,910-75.8% | $60,919-83.0% | $68,490-84.9% |
| Participation rate | 22.2% | 66.8%-44.5pp | 73.1%-50.9pp | 67.9%-45.7pp |
| Annual return | -15.42% | -13.99%-1.4pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $236 | $2,866-91.8% | $3,814-93.8% | $4,028-94.1% |
| Admin fee / account holder | $568 | $3,104-81.7% | $3,228-82.4% | $5,403-89.5% |