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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 | $34,840 | $52,678-33.9% | $75,784-54.0% | $59,633-41.6% |
| Participation rate | 40.6% | 67.2%-26.6pp | 75.8%-35.2pp | 68.7%-28.1pp |
| Annual return | -2.44% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $768 | $2,591-70.3% | $3,652-79.0% | $3,192-75.9% |
| Admin fee / account holder | $3,061 | $3,610-15.2% | $5,300-42.2% | $4,297-28.8% |