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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 | $32,485 | $72,177-55.0% | $115,038-71.8% | $59,633-45.5% |
| Participation rate | 16.7% | 72.6%-55.9pp | 81.4%-64.7pp | 68.7%-52.0pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $664 | $2,841-76.6% | $4,608-85.6% | $2,203-69.8% |
| Participant deferral / active EE | $1,390 | $4,783-70.9% | $6,026-76.9% | $3,192-56.4% |
| Admin fee / account holder | $1,600 | $4,927-67.5% | $8,175-80.4% | $4,297-62.8% |