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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 | $19,324 | $47,944-59.7% | $67,834-71.5% | $62,881-69.3% |
| Participation rate | 11.4% | 61.1%-49.7pp | 68.8%-57.4pp | 69.3%-57.9pp |
| Annual return | 5.74% | 11.77%-6.0pp | 138.47%-132.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $317 | $2,247-85.9% | $3,160-90.0% | $3,203-90.1% |
| Admin fee / account holder | $6,615 | $3,712+78.2% | $4,622+43.1% | $4,296+54.0% |