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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 | $12,772 | $45,872-72.2% | $77,100-83.4% | $68,490-81.4% |
| Participation rate | 14.8% | 55.9%-41.1pp | 67.9%-53.1pp | 67.9%-53.1pp |
| Annual return | -18.43% | 1.73%-20.2pp | 42.35%-60.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $307 | $1,650-81.4% | $2,815-89.1% | $2,597-88.2% |
| Participant deferral / active EE | $413 | $2,963-86.1% | $4,430-90.7% | $4,028-89.7% |
| Admin fee / account holder | $2,152 | $3,041-29.2% | $5,443-60.5% | $5,403-60.2% |