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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 | $23,055 | $44,850-48.6% | $60,547-61.9% | $59,633-61.3% |
| Participation rate | 23.2% | 59.5%-36.3pp | 68.0%-44.8pp | 68.7%-45.5pp |
| Annual return | -1.38% | 1074.14%-1075.5pp | 335.64%-337.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $632 | $2,230-71.7% | $3,328-81.0% | $3,192-80.2% |
| Admin fee / account holder | $3,125 | $3,635-14.0% | $4,536-31.1% | $4,297-27.3% |