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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 | $20,893 | $45,438-54.0% | $80,004-73.9% | $59,633-65.0% |
| Participation rate | 60.9% | 63.7%-2.9pp | 73.0%-12.1pp | 68.7%-7.8pp |
| Annual return | -1.49% | 5.10%-6.6pp | 7.63%-9.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $310 | $2,231-86.1% | $3,204-90.3% | $3,192-90.3% |
| Admin fee / account holder | $435 | $3,464-87.4% | $5,033-91.4% | $4,297-89.9% |