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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 | $51,119 | $70,667-27.7% | $123,105-58.5% | $52,331-2.3% |
| Participation rate | 40.5% | 83.7%-43.2pp | 86.8%-46.2pp | 68.1%-27.6pp |
| Annual return | -0.54% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $846 | $4,493-81.2% | $6,229-86.4% | $3,022-72.0% |
| Admin fee / account holder | $2,974 | $506+487.1% | $9,014-67.0% | $592+402.7% |