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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 | $21,282 | $44,850-52.5% | $60,547-64.9% | $59,633-64.3% |
| Participation rate | 18.8% | 59.5%-40.7pp | 68.0%-49.2pp | 68.7%-49.9pp |
| Annual return | -1.36% | 1074.14%-1075.5pp | 335.64%-337.0pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $401 | $1,462-72.6% | $2,419-83.4% | $2,203-81.8% |
| Participant deferral / active EE | $562 | $2,230-74.8% | $3,328-83.1% | $3,192-82.4% |
| Admin fee / account holder | $2,803 | $3,635-22.9% | $4,536-38.2% | $4,297-34.8% |