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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 | $20,893 | $45,152-53.7% | $73,845-71.7% | $59,632-65.0% |
| Participation rate | 26.2% | 64.0%-37.8pp | 73.4%-47.3pp | 68.7%-42.5pp |
| Annual return | -2.35% | 27.40%-29.7pp | 2267.91%-2270.3pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $265 | $1,902-86.1% | $2,788-90.5% | $2,203-88.0% |
| Participant deferral / active EE | $539 | $2,574-79.0% | $3,583-84.9% | $3,192-83.1% |
| Admin fee / account holder | $1,823 | $3,516-48.2% | $4,881-62.7% | $4,297-57.6% |