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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 | $35,289 | $59,332-40.5% | $90,223-60.9% | $59,633-40.8% |
| Participation rate | 25.7% | 71.9%-46.2pp | 79.0%-53.3pp | 68.7%-43.0pp |
| Annual return | 0.00% | 3.25%-3.2pp | 1.31%-1.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,154 | $4,369-73.6% | $5,792-80.1% | $3,192-63.9% |
| Admin fee / account holder | $1,903 | $5,032-62.2% | $7,406-74.3% | $4,297-55.7% |