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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 | $20,655 | $78,694-73.8% | $67,652-69.5% | $125,389-83.5% |
| Participation rate | 34.8% | 78.8%-44.0pp | 75.7%-40.9pp | 83.2%-48.4pp |
| Annual return | -2.10% | 9.46%-11.6pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,039 | $4,292-75.8% | $3,560-70.8% | $5,352-80.6% |
| Admin fee / account holder | $2,105 | $7,403-71.6% | $4,821-56.3% | $9,541-77.9% |