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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 | $25,701 | $54,320-52.7% | $67,652-62.0% | $52,331-50.9% |
| Participation rate | 8.4% | 73.6%-65.2pp | 75.7%-67.3pp | 68.1%-59.7pp |
| Annual return | -1.28% | 6.81%-8.1pp | 6625.40%-6626.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $169 | $2,950-94.3% | $3,560-95.3% | $3,022-94.4% |
| Admin fee / account holder | $750 | $527+42.4% | $4,821-84.4% | $592+26.8% |