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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 | $22,313 | $52,911-57.8% | $73,309-69.6% | $59,633-62.6% |
| Participation rate | 25.7% | 68.2%-42.5pp | 74.9%-49.2pp | 68.7%-43.0pp |
| Annual return | -0.87% | 12.20%-13.1pp | 5.67%-6.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $344 | $1,909-82.0% | $3,237-89.4% | $2,203-84.4% |
| Participant deferral / active EE | $1,541 | $4,069-62.1% | $4,991-69.1% | $3,192-51.7% |
| Admin fee / account holder | $7,924 | $3,835+106.6% | $5,635+40.6% | $4,297+84.4% |