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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 | $38,256 | $72,177-47.0% | $115,038-66.7% | $59,633-35.8% |
| Participation rate | 61.1% | 72.6%-11.4pp | 81.4%-20.3pp | 68.7%-7.6pp |
| Annual return | 2.17% | 12.02%-9.8pp | 26.14%-24.0pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,581 | $4,783-66.9% | $6,026-73.8% | $3,192-50.5% |
| Admin fee / account holder | $13,373 | $4,927+171.4% | $8,175+63.6% | $4,297+211.2% |