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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 | $47,395 | $59,111-19.8% | $86,451-45.2% | $68,490-30.8% |
| Participation rate | 39.1% | 75.2%-36.1pp | 80.3%-41.2pp | 67.9%-28.8pp |
| Annual return | 0.57% | -0.22%+0.8pp | 4398.51%-4397.9pp | -7.85%+8.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,473 | $5,900-75.0% | $6,953-78.8% | $4,028-63.4% |
| Admin fee / account holder | $11,855 | $5,640+110.2% | $6,734+76.0% | $5,403+119.4% |