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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 | $23,493 | $54,380-56.8% | $68,509-65.7% | $59,633-60.6% |
| Participation rate | 53.2% | 70.2%-17.0pp | 74.7%-21.5pp | 68.7%-15.5pp |
| Annual return | -0.16% | 2.83%-3.0pp | 8.27%-8.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $674 | $2,643-74.5% | $3,382-80.1% | $3,192-78.9% |
| Admin fee / account holder | $14,306 | $3,885+268.2% | $5,275+171.2% | $4,297+232.9% |