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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 | $32,342 | $52,678-38.6% | $75,784-57.3% | $59,633-45.8% |
| Participation rate | 55.3% | 67.2%-11.9pp | 75.8%-20.5pp | 68.7%-13.4pp |
| Annual return | 0.15% | 2.95%-2.8pp | 9.68%-9.5pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $849 | $2,591-67.2% | $3,652-76.7% | $3,192-73.4% |
| Admin fee / account holder | $1,747 | $3,610-51.6% | $5,300-67.0% | $4,297-59.4% |