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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 | $27,256 | $45,566-40.2% | $64,105-57.5% | $59,633-54.3% |
| Participation rate | 34.3% | 60.2%-25.9pp | 68.2%-33.9pp | 68.7%-34.4pp |
| Annual return | 0.12% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $105 | $2,057-94.9% | $2,822-96.3% | $3,192-96.7% |
| Admin fee / account holder | $11,118 | $3,268+240.3% | $4,499+147.1% | $4,297+158.7% |