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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 | $30,095 | $52,678-42.9% | $75,784-60.3% | $59,633-49.5% |
| Participation rate | 44.1% | 67.2%-23.1pp | 75.8%-31.7pp | 68.7%-24.6pp |
| Annual return | 0.62% | 2.95%-2.3pp | 9.68%-9.1pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $604 | $2,591-76.7% | $3,652-83.5% | $3,192-81.1% |
| Admin fee / account holder | $4,656 | $3,610+29.0% | $5,300-12.1% | $4,297+8.4% |