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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 | $31,128 | $45,566-31.7% | $64,105-51.4% | $59,633-47.8% |
| Participation rate | 17.2% | 60.2%-42.9pp | 68.2%-50.9pp | 68.7%-51.4pp |
| Annual return | -0.09% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $428 | $2,057-79.2% | $2,822-84.8% | $3,192-86.6% |
| Admin fee / account holder | $576 | $3,268-82.4% | $4,499-87.2% | $4,297-86.6% |