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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 | $24,471 | $36,694-33.3% | $40,145,923-99.9% | $55,167-55.6% |
| Participation rate | 17.0% | 57.2%-40.2pp | 68.4%-51.4pp | 69.0%-52.0pp |
| Annual return | 6.49% | 10.16%-3.7pp | 5.24%+1.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $1,844-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $251 | $1,679-85.0% | $2,591-90.3% | $3,054-91.8% |
| Admin fee / account holder | $421 | $175+140.4% | $2,903-85.5% | $504-16.4% |