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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 | $18,385 | $54,355-66.2% | $82,744-77.8% | $68,486-73.2% |
| Participation rate | 15.7% | 63.9%-48.2pp | 72.6%-56.9pp | 67.9%-52.2pp |
| Annual return | -15.70% | -13.67%-2.0pp | 702.22%-717.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $744 | $3,246-77.1% | $4,395-83.1% | $4,028-81.5% |
| Admin fee / account holder | $2,101 | $4,397-52.2% | $5,325-60.5% | $5,404-61.1% |