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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 | $52,659 | $72,177-27.0% | $115,038-54.2% | $59,633-11.7% |
| Participation rate | 11.5% | 72.6%-61.0pp | 81.4%-69.8pp | 68.7%-57.1pp |
| Annual return | -0.38% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $754 | $4,783-84.2% | $6,026-87.5% | $3,192-76.4% |
| Admin fee / account holder | $1,874 | $4,927-62.0% | $8,175-77.1% | $4,297-56.4% |