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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 | $40,545 | $52,678-23.0% | $75,784-46.5% | $59,633-32.0% |
| Participation rate | 4.3% | 67.2%-62.9pp | 75.8%-71.5pp | 68.7%-64.3pp |
| Annual return | -0.53% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $508 | $2,591-80.4% | $3,652-86.1% | $3,192-84.1% |
| Admin fee / account holder | $1,071 | $3,610-70.3% | $5,300-79.8% | $4,297-75.1% |