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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 | $26,450 | $64,173-58.8% | $21,012+25.9% | $64,173-58.8% |
| Participation rate | 58.5% | 69.6%-11.0pp | 79.3%-20.7pp | 69.6%-11.0pp |
| Annual return | -2.11% | 7.63%-9.7pp | 0.84%-2.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,078 | $2,381-54.7% | $714+50.9% | $2,381-54.7% |
| Participant deferral / active EE | $0 | $3,470-100.0% | $303-100.0% | $3,470-100.0% |
| Admin fee / account holder | $564 | $4,887-88.5% | $299+89.0% | $4,887-88.5% |