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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 | $17,858 | $32,117-44.4% | $71,086-74.9% | $64,173-72.2% |
| Participation rate | 40.0% | 42.7%-2.7pp | 54.7%-14.7pp | 69.6%-29.6pp |
| Annual return | -9.09% | -5.57%-3.5pp | 650.59%-659.7pp | 7.63%-16.7pp |
| Employer contribution / active EE | $209 | $712-70.7% | $1,088-80.8% | $2,381-91.2% |
| Participant deferral / active EE | $319 | $1,263-74.7% | $1,874-83.0% | $3,470-90.8% |
| Admin fee / account holder | $522 | $2,759-81.1% | $3,082-83.1% | $4,887-89.3% |