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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 | $25,051 | $52,678-52.4% | $75,784-66.9% | $59,633-58.0% |
| Participation rate | 34.4% | 67.2%-32.9pp | 75.8%-41.4pp | 68.7%-34.3pp |
| Annual return | -2.50% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $426 | $2,591-83.5% | $3,652-88.3% | $3,192-86.6% |
| Admin fee / account holder | $368 | $3,610-89.8% | $5,300-93.1% | $4,297-91.4% |