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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 | $31,795 | $52,911-39.9% | $73,309-56.6% | $59,633-46.7% |
| Participation rate | 44.2% | 68.2%-24.1pp | 74.9%-30.8pp | 68.7%-24.5pp |
| Annual return | -0.22% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,412 | $4,069-65.3% | $4,991-71.7% | $3,192-55.8% |
| Admin fee / account holder | $1,285 | $3,835-66.5% | $5,635-77.2% | $4,297-70.1% |