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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 | $40,998 | $41,854-2.0% | $73,836-44.5% | $52,331-21.7% |
| Participation rate | 24.3% | 66.2%-41.9pp | 73.4%-49.1pp | 68.1%-43.8pp |
| Annual return | 1.20% | 2.11%-0.9pp | 2268.06%-2266.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $343 | $2,498-86.3% | $3,583-90.4% | $3,022-88.7% |
| Admin fee / account holder | $9,298 | $493+1787.4% | $4,882+90.5% | $592+1471.7% |