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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 | $42,938 | $52,678-18.5% | $75,784-43.3% | $59,633-28.0% |
| Participation rate | 28.1% | 67.2%-39.1pp | 75.8%-47.7pp | 68.7%-40.5pp |
| Annual return | -1.21% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,378 | $2,193-37.2% | $3,323-58.5% | $2,203-37.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $861 | $3,610-76.1% | $5,300-83.7% | $4,297-80.0% |