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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 | $64,538 | $65,704-1.8% | $94,229-31.5% | $59,633+8.2% |
| Participation rate | 42.5% | 72.1%-29.6pp | 78.8%-36.3pp | 68.7%-26.2pp |
| Annual return | -1.26% | 5.22%-6.5pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $899 | $3,143-71.4% | $4,320-79.2% | $3,192-71.8% |
| Admin fee / account holder | $6,869 | $4,265+61.1% | $6,269+9.6% | $4,297+59.9% |