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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 | $11,650 | $73,863-84.2% | $143,797-91.9% | $68,490-83.0% |
| Participation rate | 19.6% | 66.7%-47.1pp | 80.3%-60.7pp | 67.9%-48.3pp |
| Annual return | -16.97% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $337 | $3,385-90.0% | $5,638-94.0% | $4,028-91.6% |
| Admin fee / account holder | $1,678 | $5,756-70.9% | $14,679-88.6% | $5,403-69.0% |