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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 | $10,636 | $73,863-85.6% | $143,797-92.6% | $68,490-84.5% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -19.02% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $900 | $3,385-73.4% | $5,638-84.0% | $4,028-77.6% |
| Admin fee / account holder | $857 | $5,756-85.1% | $14,679-94.2% | $5,403-84.1% |