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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 | $24,342 | $40,275-39.6% | $57,356-57.6% | $59,633-59.2% |
| Participation rate | 65.2% | 69.1%-4.0pp | 75.1%-9.9pp | 68.7%-3.5pp |
| Annual return | -0.58% | 27.52%-28.1pp | 24.41%-25.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,004 | $1,921-47.8% | $2,689-62.7% | $2,203-54.4% |
| Participant deferral / active EE | $664 | $2,400-72.3% | $3,162-79.0% | $3,192-79.2% |
| Admin fee / account holder | $15,535 | $2,820+450.8% | $3,357+362.8% | $4,297+261.5% |