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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 | $19,963 | $45,872-56.5% | $77,081-74.1% | $68,495-70.9% |
| Participation rate | 16.2% | 55.9%-39.7pp | 67.9%-51.7pp | 67.9%-51.7pp |
| Annual return | -18.55% | 1.73%-20.3pp | 42.33%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $339 | $2,963-88.6% | $4,428-92.3% | $4,028-91.6% |
| Admin fee / account holder | $2,219 | $3,041-27.0% | $5,427-59.1% | $5,403-58.9% |