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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 | $19,586 | $48,235-59.4% | $68,803-71.5% | $68,490-71.4% |
| Participation rate | 11.6% | 60.7%-49.1pp | 69.0%-57.4pp | 67.9%-56.3pp |
| Annual return | -19.03% | -12.70%-6.3pp | -6.37%-12.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $328 | $2,867-88.5% | $3,942-91.7% | $4,028-91.8% |
| Admin fee / account holder | $2,362 | $4,361-45.9% | $4,936-52.2% | $5,403-56.3% |