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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 | $21,658 | $45,566-52.5% | $64,105-66.2% | $59,633-63.7% |
| Participation rate | 11.9% | 60.2%-48.3pp | 68.2%-56.3pp | 68.7%-56.8pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $200 | $2,057-90.3% | $2,822-92.9% | $3,192-93.7% |
| Admin fee / account holder | $8,114 | $3,268+148.3% | $4,499+80.3% | $4,297+88.8% |