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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 | $18,655 | $45,438-58.9% | $80,004-76.7% | $59,633-68.7% |
| Participation rate | 32.1% | 63.7%-31.6pp | 73.0%-40.9pp | 68.7%-36.5pp |
| Annual return | -1.21% | 5.10%-6.3pp | 7.63%-8.8pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $459 | $2,231-79.4% | $3,204-85.7% | $3,192-85.6% |
| Admin fee / account holder | $2,497 | $3,464-27.9% | $5,033-50.4% | $4,297-41.9% |