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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 | $44,623 | $82,028-45.6% | $123,105-63.8% | $59,633-25.2% |
| Participation rate | 61.4% | 83.2%-21.8pp | 86.8%-25.4pp | 68.7%-7.3pp |
| Annual return | -1.14% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,176 | $4,667-53.4% | $6,229-65.1% | $3,192-31.8% |
| Admin fee / account holder | $3,459 | $5,879-41.2% | $9,014-61.6% | $4,297-19.5% |