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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 | $46,383 | $78,694-41.1% | $67,653-31.4% | $125,388-63.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 0.80% | 9.46%-8.7pp | 6625.22%-6624.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $587 | $4,292-86.3% | $3,560-83.5% | $5,352-89.0% |
| Admin fee / account holder | $6,421 | $7,403-13.3% | $4,821+33.2% | $9,541-32.7% |