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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 | $35,969 | $54,380-33.9% | $68,509-47.5% | $59,633-39.7% |
| Participation rate | 29.6% | 70.2%-40.6pp | 74.7%-45.1pp | 68.7%-39.0pp |
| Annual return | 0.01% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $717 | $2,643-72.9% | $3,382-78.8% | $3,192-77.5% |
| Admin fee / account holder | $1,132 | $3,885-70.9% | $5,275-78.5% | $4,297-73.6% |