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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 | $19,807 | $60,989-67.5% | $60,906-67.5% | $66,938-70.4% |
| Participation rate | 18.1% | 74.5%-56.4pp | 73.1%-55.0pp | 69.8%-51.7pp |
| Annual return | -9.70% | -9.60%-0.1pp | 16.94%-26.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,703-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $814 | $3,615-77.5% | $3,814-78.7% | $4,238-80.8% |
| Admin fee / account holder | $14,224 | $338+4102.5% | $3,227+340.8% | $594+2296.6% |