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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 | $35,171 | $62,166-43.4% | $81,353-56.8% | $74,459-52.8% |
| Participation rate | 10.0% | 64.1%-54.1pp | 69.5%-59.5pp | 67.2%-57.2pp |
| Annual return | 14.80% | 16.50%-1.7pp | 24.82%-10.0pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $160 | $3,223-95.0% | $3,885-95.9% | $4,350-96.3% |
| Admin fee / account holder | $3,386 | $1,925+75.9% | $5,766-41.3% | $1,945+74.1% |