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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 | $17,874 | $59,813-70.1% | $79,580-77.5% | $68,486-73.9% |
| Participation rate | 43.3% | 61.1%-17.7pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -13.52% | -12.30%-1.2pp | 0.15%-13.7pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,168 | $3,024-61.4% | $3,985-70.7% | $4,028-71.0% |
| Admin fee / account holder | $14,480 | $4,835+199.5% | $6,835+111.9% | $5,404+168.0% |