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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 | $42,642 | $75,832-43.8% | $147,618-71.1% | $59,633-28.5% |
| Participation rate | 7.4% | 71.6%-64.2pp | 84.6%-77.2pp | 68.7%-61.3pp |
| Annual return | 0.20% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $225 | $3,131-92.8% | $4,895-95.4% | $3,192-92.9% |
| Admin fee / account holder | $860 | $5,986-85.6% | $11,612-92.6% | $4,297-80.0% |