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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 | $57,578 | $72,177-20.2% | $115,037-49.9% | $59,633-3.4% |
| Participation rate | 38.8% | 72.6%-33.8pp | 81.4%-42.6pp | 68.7%-29.9pp |
| Annual return | -1.41% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,241 | $2,841-56.3% | $4,608-73.1% | $2,203-43.7% |
| Participant deferral / active EE | $207 | $4,783-95.7% | $6,026-96.6% | $3,192-93.5% |
| Admin fee / account holder | $12,455 | $4,927+152.8% | $8,175+52.4% | $4,297+189.9% |