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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 | $19,689 | $48,050-59.0% | $85,969-77.1% | $59,633-67.0% |
| Participation rate | 23.3% | 64.5%-41.2pp | 76.5%-53.3pp | 68.7%-45.4pp |
| Annual return | -0.31% | 0.29%-0.6pp | 9.32%-9.6pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $285 | $2,249-87.3% | $3,829-92.6% | $3,192-91.1% |
| Admin fee / account holder | $1,875 | $3,206-41.5% | $6,053-69.0% | $4,297-56.4% |