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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 | $44,683 | $72,177-38.1% | $115,037-61.2% | $59,633-25.1% |
| Participation rate | 37.7% | 72.6%-34.9pp | 81.4%-43.7pp | 68.7%-31.0pp |
| Annual return | 0.38% | 12.02%-11.6pp | 26.14%-25.8pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,125 | $4,783-76.5% | $6,026-81.3% | $3,192-64.8% |
| Admin fee / account holder | $3,075 | $4,927-37.6% | $8,175-62.4% | $4,297-28.4% |