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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 | $34,907 | $72,177-51.6% | $115,037-69.7% | $59,633-41.5% |
| Participation rate | 26.1% | 72.6%-46.4pp | 81.4%-55.2pp | 68.7%-42.5pp |
| Annual return | -1.65% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $690 | $4,783-85.6% | $6,026-88.5% | $3,192-78.4% |
| Admin fee / account holder | $3,333 | $4,927-32.4% | $8,175-59.2% | $4,297-22.4% |