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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 | $65,967 | $45,438+45.2% | $80,004-17.5% | $59,633+10.6% |
| Participation rate | 47.8% | 63.7%-15.9pp | 73.0%-25.2pp | 68.7%-20.8pp |
| Annual return | -1.79% | 5.10%-6.9pp | 7.63%-9.4pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $563 | $2,231-74.8% | $3,204-82.4% | $3,192-82.4% |
| Admin fee / account holder | $3,151 | $3,464-9.0% | $5,033-37.4% | $4,297-26.7% |