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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 | $16,238 | $39,162-58.5% | $100,671-83.9% | $59,633-72.8% |
| Participation rate | 3.7% | 55.9%-52.2pp | 70.7%-67.0pp | 68.7%-65.0pp |
| Annual return | -0.33% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $363 | $1,151-68.5% | $4,012-91.0% | $2,203-83.5% |
| Participant deferral / active EE | $417 | $1,992-79.1% | $3,144-86.7% | $3,192-86.9% |
| Admin fee / account holder | $3,918 | $2,969+31.9% | $4,850-19.2% | $4,297-8.8% |