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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 | $13,282 | $49,177-73.0% | $79,466-83.3% | $64,173-79.3% |
| Participation rate | 12.0% | 65.0%-53.0pp | 73.3%-61.3pp | 69.6%-57.6pp |
| Annual return | -6.25% | -1.16%-5.1pp | 718.28%-724.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $181 | $2,821-93.6% | $3,704-95.1% | $3,470-94.8% |
| Admin fee / account holder | $1,989 | $3,839-48.2% | $5,104-61.0% | $4,887-59.3% |