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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 | $36,975 | $45,566-18.9% | $64,105-42.3% | $59,633-38.0% |
| Participation rate | 27.4% | 60.2%-32.7pp | 68.2%-40.7pp | 68.7%-41.3pp |
| Annual return | -0.21% | 4.95%-5.2pp | 791.24%-791.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $283 | $934-69.7% | $1,820-84.4% | $2,203-87.1% |
| Participant deferral / active EE | $884 | $2,057-57.0% | $2,822-68.7% | $3,192-72.3% |
| Admin fee / account holder | $913 | $3,268-72.1% | $4,499-79.7% | $4,297-78.8% |