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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 | $50,734 | $72,177-29.7% | $115,038-55.9% | $59,633-14.9% |
| Participation rate | 50.9% | 72.6%-21.6pp | 81.4%-30.4pp | 68.7%-17.7pp |
| Annual return | -1.64% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,783 | $4,783-62.7% | $6,026-70.4% | $3,192-44.1% |
| Admin fee / account holder | $4,436 | $4,927-10.0% | $8,175-45.7% | $4,297+3.2% |