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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 | $29,956 | $54,380-44.9% | $68,509-56.3% | $59,633-49.8% |
| Participation rate | 43.8% | 70.2%-26.4pp | 74.7%-31.0pp | 68.7%-24.9pp |
| Annual return | -0.90% | 2.83%-3.7pp | 8.27%-9.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $988 | $2,643-62.6% | $3,382-70.8% | $3,192-69.1% |
| Admin fee / account holder | $2,510 | $3,885-35.4% | $5,275-52.4% | $4,297-41.6% |