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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 | $24,953 | $52,911-52.8% | $73,309-66.0% | $59,633-58.2% |
| Participation rate | 65.5% | 68.2%-2.7pp | 74.9%-9.4pp | 68.7%-3.2pp |
| Annual return | -1.15% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $843 | $4,069-79.3% | $4,991-83.1% | $3,192-73.6% |
| Admin fee / account holder | $1,049 | $3,835-72.6% | $5,635-81.4% | $4,297-75.6% |