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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 | $32,470 | $45,566-28.7% | $64,105-49.3% | $59,633-45.6% |
| Participation rate | 22.7% | 60.2%-37.4pp | 68.2%-45.4pp | 68.7%-45.9pp |
| Annual return | 0.94% | 4.95%-4.0pp | 791.24%-790.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $694 | $2,057-66.2% | $2,822-75.4% | $3,192-78.2% |
| Admin fee / account holder | $864 | $3,268-73.6% | $4,499-80.8% | $4,297-79.9% |