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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 | $37,171 | $54,380-31.6% | $68,509-45.7% | $59,633-37.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -1.21% | 2.83%-4.0pp | 8.27%-9.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $871 | $2,643-67.0% | $3,382-74.2% | $3,192-72.7% |
| Admin fee / account holder | $747 | $3,885-80.8% | $5,275-85.8% | $4,297-82.6% |