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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 | $50,919 | $45,566+11.7% | $64,105-20.6% | $59,633-14.6% |
| Participation rate | 19.2% | 60.2%-40.9pp | 68.2%-48.9pp | 68.7%-49.4pp |
| Annual return | -1.98% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $338 | $2,057-83.6% | $2,822-88.0% | $3,192-89.4% |
| Admin fee / account holder | $521 | $3,268-84.1% | $4,499-88.4% | $4,297-87.9% |