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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 | $50,591 | $59,332-14.7% | $90,223-43.9% | $59,633-15.2% |
| Participation rate | 26.2% | 71.9%-45.7pp | 79.0%-52.9pp | 68.7%-42.5pp |
| Annual return | 1.64% | 3.25%-1.6pp | 1.31%+0.3pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $664 | $4,369-84.8% | $5,792-88.5% | $3,192-79.2% |
| Admin fee / account holder | $15,150 | $5,032+201.1% | $7,406+104.6% | $4,297+252.6% |