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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 | $19,242 | $39,162-50.9% | $100,671-80.9% | $59,633-67.7% |
| Participation rate | 8.5% | 55.9%-47.3pp | 70.7%-62.2pp | 68.7%-60.2pp |
| Annual return | -1.94% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $389 | $1,992-80.5% | $3,144-87.6% | $3,192-87.8% |
| Admin fee / account holder | $2,724 | $2,969-8.3% | $4,850-43.8% | $4,297-36.6% |