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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 | $27,011 | $72,177-62.6% | $115,038-76.5% | $59,633-54.7% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -0.95% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,669 | $4,783-65.1% | $6,026-72.3% | $3,192-47.7% |
| Admin fee / account holder | $482 | $4,927-90.2% | $8,175-94.1% | $4,297-88.8% |