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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 | $19,837 | $45,566-56.5% | $64,105-69.1% | $59,633-66.7% |
| Participation rate | 43.8% | 60.2%-16.4pp | 68.2%-24.4pp | 68.7%-24.9pp |
| Annual return | 0.83% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $557 | $2,057-72.9% | $2,822-80.3% | $3,192-82.6% |
| Admin fee / account holder | $1,166 | $3,268-64.3% | $4,499-74.1% | $4,297-72.9% |