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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 | $12,474 | $73,863-83.1% | $143,797-91.3% | $68,490-81.8% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | -14.67% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $455 | $3,385-86.5% | $5,638-91.9% | $4,028-88.7% |
| Admin fee / account holder | $8,178 | $5,756+42.1% | $14,679-44.3% | $5,403+51.4% |