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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 | $50,509 | $52,678-4.1% | $75,782-33.3% | $59,632-15.3% |
| Participation rate | 20.5% | 67.2%-46.7pp | 75.8%-55.3pp | 68.7%-48.1pp |
| Annual return | -0.90% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $427 | $2,193-80.6% | $3,323-87.2% | $2,203-80.6% |
| Participant deferral / active EE | $853 | $2,591-67.1% | $3,652-76.6% | $3,192-73.3% |
| Admin fee / account holder | $2,196 | $3,610-39.2% | $5,300-58.6% | $4,297-48.9% |