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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 | $56,460 | $52,911+6.7% | $73,309-23.0% | $59,633-5.3% |
| Participation rate | 39.3% | 68.2%-28.9pp | 74.9%-35.6pp | 68.7%-29.4pp |
| Annual return | -0.71% | 12.20%-12.9pp | 5.67%-6.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,453 | $4,069-64.3% | $4,991-70.9% | $3,192-54.5% |
| Admin fee / account holder | $11,245 | $3,835+193.2% | $5,635+99.6% | $4,297+161.7% |