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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 | $21,441 | $45,566-52.9% | $64,105-66.6% | $59,633-64.0% |
| Participation rate | 7.8% | 60.2%-52.4pp | 68.2%-60.4pp | 68.7%-60.9pp |
| Annual return | 0.64% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $169 | $2,057-91.8% | $2,822-94.0% | $3,192-94.7% |
| Admin fee / account holder | $677 | $3,268-79.3% | $4,499-85.0% | $4,297-84.3% |