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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 | $14,865 | $73,848-79.9% | $143,799-89.7% | $68,486-78.3% |
| Participation rate | 11.4% | 66.7%-55.2pp | 80.3%-68.9pp | 67.9%-56.5pp |
| Annual return | -15.27% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $470 | $3,385-86.1% | $5,638-91.7% | $4,028-88.3% |
| Admin fee / account holder | $373 | $5,755-93.5% | $14,677-97.5% | $5,404-93.1% |