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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 | $42,200 | $86,701-51.3% | $73,309-42.4% | $125,389-66.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -0.12% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,268 | $4,152-69.5% | $3,237-60.8% | $4,866-73.9% |
| Participant deferral / active EE | $1,453 | $5,549-73.8% | $4,991-70.9% | $5,352-72.9% |
| Admin fee / account holder | $3,235 | $7,768-58.4% | $5,635-42.6% | $9,541-66.1% |