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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 | $22,016 | $52,911-58.4% | $73,309-70.0% | $59,633-63.1% |
| Participation rate | 38.7% | 68.2%-29.5pp | 74.9%-36.2pp | 68.7%-30.0pp |
| Annual return | -0.81% | 12.20%-13.0pp | 5.67%-6.5pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,141 | $4,069-72.0% | $4,991-77.1% | $3,192-64.2% |
| Admin fee / account holder | $8,242 | $3,835+114.9% | $5,635+46.3% | $4,297+91.8% |