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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 | $31,253 | $92,219-66.1% | $76,767-59.3% | $135,380-76.9% |
| Participation rate | 47.1% | 79.8%-32.7pp | 77.0%-29.9pp | 82.6%-35.6pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,024 | $3,216-68.1% | $2,485-58.8% | $4,779-78.6% |
| Participant deferral / active EE | $1,314 | $4,508-70.9% | $3,852-65.9% | $5,609-76.6% |
| Admin fee / account holder | $2,929 | $10,749-72.8% | $6,675-56.1% | $10,828-73.0% |