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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 | $31,937 | $39,245-18.6% | $64,105-50.2% | $52,331-39.0% |
| Participation rate | 22.5% | 58.2%-35.7pp | 68.2%-45.6pp | 68.1%-45.6pp |
| Annual return | -0.86% | 14.79%-15.6pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $448 | $1,992-77.5% | $2,822-84.1% | $3,022-85.2% |
| Admin fee / account holder | $1,217 | $592+105.3% | $4,499-73.0% | $592+105.7% |