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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 | $48,453 | $72,177-32.9% | $115,038-57.9% | $59,633-18.7% |
| Participation rate | 17.1% | 72.6%-55.4pp | 81.4%-64.3pp | 68.7%-51.6pp |
| Annual return | -1.50% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $654 | $2,841-77.0% | $4,608-85.8% | $2,203-70.3% |
| Participant deferral / active EE | $2,004 | $4,783-58.1% | $6,026-66.7% | $3,192-37.2% |
| Admin fee / account holder | $51,196 | $4,927+939.1% | $8,175+526.2% | $4,297+1091.4% |