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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 | $21,714 | $40,275-46.1% | $57,356-62.1% | $59,633-63.6% |
| Participation rate | 18.3% | 69.1%-50.8pp | 75.1%-56.7pp | 68.7%-50.3pp |
| Annual return | 0.49% | 27.52%-27.0pp | 24.41%-23.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $193 | $2,400-92.0% | $3,162-93.9% | $3,192-94.0% |
| Admin fee / account holder | $8,012 | $2,820+184.1% | $3,357+138.7% | $4,297+86.5% |