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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 | $19,720 | $45,566-56.7% | $64,105-69.2% | $59,633-66.9% |
| Participation rate | 21.6% | 60.2%-38.5pp | 68.2%-46.5pp | 68.7%-47.0pp |
| Annual return | 0.12% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $116 | $2,057-94.4% | $2,822-95.9% | $3,192-96.4% |
| Admin fee / account holder | $941 | $3,268-71.2% | $4,499-79.1% | $4,297-78.1% |