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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 | $17,672 | $54,357-67.5% | $82,706-78.6% | $68,495-74.2% |
| Participation rate | 14.1% | 63.9%-49.9pp | 72.6%-58.5pp | 67.9%-53.8pp |
| Annual return | -13.83% | -13.67%-0.2pp | 701.76%-715.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $478 | $3,246-85.3% | $4,394-89.1% | $4,028-88.1% |
| Admin fee / account holder | $472 | $4,396-89.3% | $5,329-91.1% | $5,403-91.3% |