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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 | $22,801 | $75,832-69.9% | $147,618-84.6% | $59,633-61.8% |
| Participation rate | 42.4% | 71.6%-29.2pp | 84.6%-42.2pp | 68.7%-26.3pp |
| Annual return | -0.05% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $689 | $3,485-80.2% | $5,565-87.6% | $2,203-68.7% |
| Participant deferral / active EE | $810 | $3,131-74.1% | $4,895-83.4% | $3,192-74.6% |
| Admin fee / account holder | $26,491 | $5,986+342.6% | $11,612+128.1% | $4,297+516.5% |