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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 | $60,975 | $72,177-15.5% | $115,038-47.0% | $59,633+2.3% |
| Participation rate | 61.8% | 72.6%-10.8pp | 81.4%-19.6pp | 68.7%-6.9pp |
| Annual return | -2.28% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,048 | $4,783-78.1% | $6,026-82.6% | $3,192-67.2% |
| Admin fee / account holder | $350 | $4,927-92.9% | $8,175-95.7% | $4,297-91.8% |