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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 | $28,668 | $72,177-60.3% | $115,037-75.1% | $59,633-51.9% |
| Participation rate | 48.1% | 72.6%-24.4pp | 81.4%-33.2pp | 68.7%-20.5pp |
| Annual return | -2.08% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,385 | $4,783-71.0% | $6,026-77.0% | $3,192-56.6% |
| Admin fee / account holder | $902 | $4,927-81.7% | $8,175-89.0% | $4,297-79.0% |