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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 | $33,030 | $54,380-39.3% | $68,509-51.8% | $59,633-44.6% |
| Participation rate | 28.2% | 70.2%-42.0pp | 74.7%-46.5pp | 68.7%-40.5pp |
| Annual return | -0.83% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $819 | $2,643-69.0% | $3,382-75.8% | $3,192-74.3% |
| Admin fee / account holder | $2,939 | $3,885-24.4% | $5,275-44.3% | $4,297-31.6% |