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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 | $18,845 | $73,839-74.5% | $143,788-86.9% | $68,495-72.5% |
| Participation rate | 5.3% | 66.7%-61.4pp | 80.3%-75.0pp | 67.9%-62.6pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.03%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $298 | $3,384-91.2% | $5,638-94.7% | $4,028-92.6% |
| Admin fee / account holder | $326 | $5,755-94.3% | $14,675-97.8% | $5,403-94.0% |