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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 | $16,656 | $42,383-60.7% | $76,518-78.2% | $64,173-74.0% |
| Participation rate | 5.0% | 58.1%-53.1pp | 68.0%-63.0pp | 69.6%-64.6pp |
| Annual return | -8.78% | -16.54%+7.8pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $551 | $2,566-78.5% | $3,836-85.6% | $3,470-84.1% |
| Admin fee / account holder | $1,907 | $3,198-40.4% | $4,849-60.7% | $4,887-61.0% |