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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 | $51,915 | $54,380-4.5% | $68,509-24.2% | $59,633-12.9% |
| Participation rate | 42.3% | 70.2%-27.9pp | 74.7%-32.4pp | 68.7%-26.4pp |
| Annual return | 0.97% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $627 | $2,643-76.3% | $3,382-81.5% | $3,192-80.3% |
| Admin fee / account holder | $610 | $3,885-84.3% | $5,275-88.4% | $4,297-85.8% |