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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 | $33,867 | $72,177-53.1% | $115,038-70.6% | $59,633-43.2% |
| Participation rate | 18.5% | 72.6%-54.0pp | 81.4%-62.8pp | 68.7%-50.2pp |
| Annual return | -2.37% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,756 | $4,783-63.3% | $6,026-70.9% | $3,192-45.0% |
| Admin fee / account holder | $1,317 | $4,927-73.3% | $8,175-83.9% | $4,297-69.3% |