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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 | $48,831 | $65,082-25.0% | $81,367-40.0% | $59,633-18.1% |
| Participation rate | 36.8% | 76.0%-39.1pp | 82.3%-45.4pp | 68.7%-31.8pp |
| Annual return | -2.32% | 1.16%-3.5pp | -0.92%-1.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $727 | $4,083-82.2% | $5,383-86.5% | $3,192-77.2% |
| Admin fee / account holder | $4,241 | $7,582-44.1% | $8,926-52.5% | $4,297-1.3% |