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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 | $31,720 | $65,703-51.7% | $94,224-66.3% | $59,632-46.8% |
| Participation rate | 63.6% | 72.1%-8.5pp | 78.8%-15.1pp | 68.7%-5.0pp |
| Annual return | -0.21% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $676 | $3,143-78.5% | $4,320-84.3% | $3,192-78.8% |
| Admin fee / account holder | $1,306 | $4,264-69.4% | $6,269-79.2% | $4,297-69.6% |