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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 | $16,652 | $54,162-69.3% | $68,612-75.7% | $64,173-74.1% |
| Participation rate | 20.7% | 68.1%-47.4pp | 72.2%-51.5pp | 69.6%-48.9pp |
| Annual return | 0.16% | -1.62%+1.8pp | -4.63%+4.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $783 | $2,626-70.2% | $3,311-76.3% | $3,470-77.4% |
| Admin fee / account holder | $27,507 | $4,029+582.8% | $5,131+436.1% | $4,887+462.8% |