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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 | $38,084 | $54,380-30.0% | $68,509-44.4% | $59,633-36.1% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 68.7%-11.5pp |
| Annual return | -1.19% | 2.83%-4.0pp | 8.27%-9.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $410 | $1,539-73.3% | $2,278-82.0% | $2,203-81.4% |
| Participant deferral / active EE | $1,081 | $2,643-59.1% | $3,382-68.0% | $3,192-66.1% |
| Admin fee / account holder | $1,216 | $3,885-68.7% | $5,275-77.0% | $4,297-71.7% |