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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 | $31,438 | $48,050-34.6% | $85,969-63.4% | $59,633-47.3% |
| Participation rate | 18.8% | 64.5%-45.7pp | 76.5%-57.8pp | 68.7%-49.9pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $419 | $1,640-74.4% | $3,474-87.9% | $2,203-81.0% |
| Participant deferral / active EE | $548 | $2,249-75.6% | $3,829-85.7% | $3,192-82.8% |
| Admin fee / account holder | $11,256 | $3,206+251.1% | $6,053+85.9% | $4,297+161.9% |