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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 | $27,628 | $72,177-61.7% | $115,038-76.0% | $59,633-53.7% |
| Participation rate | 67.9% | 72.6%-4.7pp | 81.4%-13.5pp | 68.7%-0.8pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,402 | $2,841+19.7% | $4,608-26.2% | $2,203+54.5% |
| Participant deferral / active EE | $2,006 | $4,783-58.1% | $6,026-66.7% | $3,192-37.2% |
| Admin fee / account holder | $2,312 | $4,927-53.1% | $8,175-71.7% | $4,297-46.2% |