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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 | $36,244 | $40,275-10.0% | $57,356-36.8% | $59,633-39.2% |
| Participation rate | 14.6% | 69.1%-54.5pp | 75.1%-60.4pp | 68.7%-54.0pp |
| Annual return | -0.59% | 27.52%-28.1pp | 24.41%-25.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $134 | $2,400-94.4% | $3,162-95.8% | $3,192-95.8% |
| Admin fee / account holder | $1,719 | $2,820-39.0% | $3,357-48.8% | $4,297-60.0% |