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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 | $51,676 | $65,703-21.3% | $94,228-45.2% | $59,633-13.3% |
| Participation rate | 18.0% | 72.1%-54.1pp | 78.8%-60.7pp | 68.7%-50.6pp |
| Annual return | 0.48% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,024 | $3,143-67.4% | $4,320-76.3% | $3,192-67.9% |
| Admin fee / account holder | $418 | $4,264-90.2% | $6,269-93.3% | $4,297-90.3% |