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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 | $46,857 | $82,028-42.9% | $123,105-61.9% | $59,633-21.4% |
| Participation rate | 41.7% | 83.2%-41.5pp | 86.8%-45.1pp | 68.7%-27.0pp |
| Annual return | -1.42% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,175 | $4,667-74.8% | $6,229-81.1% | $3,192-63.2% |
| Admin fee / account holder | $3,727 | $5,879-36.6% | $9,014-58.7% | $4,297-13.3% |