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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 | $24,155 | $54,380-55.6% | $68,509-64.7% | $59,633-59.5% |
| Participation rate | 37.7% | 70.2%-32.5pp | 74.7%-37.0pp | 68.7%-30.9pp |
| Annual return | -0.22% | 2.83%-3.1pp | 8.27%-8.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $926 | $2,643-65.0% | $3,382-72.6% | $3,192-71.0% |
| Admin fee / account holder | $3,278 | $3,885-15.6% | $5,275-37.8% | $4,297-23.7% |