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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 | $34,892 | $45,566-23.4% | $64,105-45.6% | $59,633-41.5% |
| Participation rate | 4.0% | 60.2%-56.2pp | 68.2%-64.2pp | 68.7%-64.7pp |
| Annual return | 0.79% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $631 | $934-32.4% | $1,820-65.3% | $2,203-71.3% |
| Participant deferral / active EE | $765 | $2,057-62.8% | $2,822-72.9% | $3,192-76.0% |
| Admin fee / account holder | $2,746 | $3,268-16.0% | $4,499-39.0% | $4,297-36.1% |