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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 | $44,084 | $52,678-16.3% | $75,784-41.8% | $59,633-26.1% |
| Participation rate | 32.1% | 67.2%-35.1pp | 75.8%-43.7pp | 68.7%-36.5pp |
| Annual return | -2.06% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $750 | $2,591-71.1% | $3,652-79.5% | $3,192-76.5% |
| Admin fee / account holder | $9,523 | $3,610+163.8% | $5,300+79.7% | $4,297+121.6% |