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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 | $10,382 | $73,848-85.9% | $143,799-92.8% | $68,486-84.8% |
| Participation rate | 35.3% | 66.7%-31.4pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | -17.24% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $841 | $3,385-75.1% | $5,638-85.1% | $4,028-79.1% |
| Admin fee / account holder | $4,732 | $5,755-17.8% | $14,677-67.8% | $5,404-12.4% |