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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 | $60,431 | $54,380+11.1% | $68,509-11.8% | $59,633+1.3% |
| Participation rate | 48.6% | 70.2%-21.6pp | 74.7%-26.2pp | 68.7%-20.1pp |
| Annual return | -0.84% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $581 | $2,643-78.0% | $3,382-82.8% | $3,192-81.8% |
| Admin fee / account holder | $9,109 | $3,885+134.4% | $5,275+72.7% | $4,297+112.0% |