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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 | $25,708 | $39,245-34.5% | $64,105-59.9% | $52,331-50.9% |
| Participation rate | 31.0% | 58.2%-27.2pp | 68.2%-37.2pp | 68.1%-37.1pp |
| Annual return | -2.20% | 14.79%-17.0pp | 791.24%-793.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $613 | $1,992-69.2% | $2,822-78.3% | $3,022-79.7% |
| Admin fee / account holder | $4,294 | $592+624.7% | $4,499-4.6% | $592+625.8% |