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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 | $34,039 | $72,177-52.8% | $115,038-70.4% | $59,633-42.9% |
| Participation rate | 12.0% | 72.6%-60.6pp | 81.4%-69.4pp | 68.7%-56.7pp |
| Annual return | 2.19% | 12.02%-9.8pp | 26.14%-24.0pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $674 | $4,783-85.9% | $6,026-88.8% | $3,192-78.9% |
| Admin fee / account holder | $3,919 | $4,927-20.5% | $8,175-52.1% | $4,297-8.8% |