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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 | $40,574 | $73,848-45.1% | $143,799-71.8% | $68,486-40.8% |
| Participation rate | 11.1% | 66.7%-55.5pp | 80.3%-69.2pp | 67.9%-56.8pp |
| Annual return | -13.46% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $489 | $3,385-85.6% | $5,638-91.3% | $4,028-87.9% |
| Admin fee / account holder | $16,075 | $5,755+179.3% | $14,677+9.5% | $5,404+197.5% |