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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 | $47,087 | $54,380-13.4% | $68,509-31.3% | $59,633-21.0% |
| Participation rate | 62.1% | 70.2%-8.1pp | 74.7%-12.7pp | 68.7%-6.6pp |
| Annual return | 1.53% | 2.83%-1.3pp | 8.27%-6.7pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $880 | $2,643-66.7% | $3,382-74.0% | $3,192-72.4% |
| Admin fee / account holder | $4,860 | $3,885+25.1% | $5,275-7.9% | $4,297+13.1% |