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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 | $18,999 | $32,037-40.7% | $69,182-72.5% | $62,881-69.8% |
| Participation rate | 20.7% | 43.4%-22.7pp | 55.1%-34.4pp | 69.3%-48.6pp |
| Annual return | 5.42% | 15.16%-9.7pp | -21.93%+27.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $161 | $1,185-86.4% | $1,897-91.5% | $3,203-95.0% |
| Admin fee / account holder | $15,133 | $2,608+480.2% | $2,697+461.2% | $4,296+252.3% |