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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 | $61,442 | $54,380+13.0% | $68,509-10.3% | $59,633+3.0% |
| Participation rate | 29.7% | 70.2%-40.5pp | 74.7%-45.0pp | 68.7%-39.0pp |
| Annual return | -1.03% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $300 | $2,643-88.6% | $3,382-91.1% | $3,192-90.6% |
| Admin fee / account holder | $10,029 | $3,885+158.1% | $5,275+90.1% | $4,297+133.4% |