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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 | $30,375 | $48,050-36.8% | $85,969-64.7% | $59,633-49.1% |
| Participation rate | 51.1% | 64.5%-13.4pp | 76.5%-25.4pp | 68.7%-17.6pp |
| Annual return | -1.00% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $593 | $2,249-73.6% | $3,829-84.5% | $3,192-81.4% |
| Admin fee / account holder | $820 | $3,206-74.4% | $6,053-86.5% | $4,297-80.9% |