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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 | $22,063 | $48,274-54.3% | $63,517-65.3% | $59,632-63.0% |
| Participation rate | 18.8% | 66.3%-47.5pp | 71.0%-52.2pp | 68.7%-49.8pp |
| Annual return | 2.72% | -240.79%+243.5pp | -70.30%+73.0pp | 2041.32%-2038.6pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $578 | $2,343-75.3% | $2,953-80.4% | $3,192-81.9% |
| Admin fee / account holder | $3,529 | $3,600-2.0% | $5,892-40.1% | $4,297-17.9% |