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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 | $29,764 | $45,438-34.5% | $80,004-62.8% | $59,633-50.1% |
| Participation rate | 23.7% | 63.7%-40.0pp | 73.0%-49.3pp | 68.7%-44.9pp |
| Annual return | -0.65% | 5.10%-5.7pp | 7.63%-8.3pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $771 | $2,231-65.5% | $3,204-75.9% | $3,192-75.9% |
| Admin fee / account holder | $8,559 | $3,464+147.1% | $5,033+70.0% | $4,297+99.2% |