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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 | $24,715 | $75,832-67.4% | $147,617-83.3% | $59,633-58.6% |
| Participation rate | 43.5% | 71.6%-28.1pp | 84.6%-41.1pp | 68.7%-25.2pp |
| Annual return | 2.49% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $323 | $3,131-89.7% | $4,895-93.4% | $3,192-89.9% |
| Admin fee / account holder | $665 | $5,986-88.9% | $11,612-94.3% | $4,297-84.5% |