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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 | $44,190 | $59,332-25.5% | $90,223-51.0% | $59,633-25.9% |
| Participation rate | 26.9% | 71.9%-45.0pp | 79.0%-52.1pp | 68.7%-41.7pp |
| Annual return | -1.47% | 3.25%-4.7pp | 1.31%-2.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $429 | $4,369-90.2% | $5,792-92.6% | $3,192-86.6% |
| Admin fee / account holder | $1,801 | $5,032-64.2% | $7,406-75.7% | $4,297-58.1% |