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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 | $13,776 | $40,264-65.8% | $57,349-76.0% | $59,633-76.9% |
| Participation rate | 9.3% | 69.2%-59.9pp | 75.1%-65.8pp | 68.7%-59.4pp |
| Annual return | -0.63% | 27.51%-28.1pp | 24.40%-25.0pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $58 | $2,400-97.6% | $3,162-98.2% | $3,192-98.2% |
| Admin fee / account holder | $4,329 | $2,819+53.6% | $3,356+29.0% | $4,297+0.7% |