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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 | $46,345 | $52,678-12.0% | $75,784-38.8% | $59,633-22.3% |
| Participation rate | 54.7% | 67.2%-12.5pp | 75.8%-21.1pp | 68.7%-14.0pp |
| Annual return | -2.07% | 2.95%-5.0pp | 9.68%-11.8pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,243 | $2,193-43.3% | $3,323-62.6% | $2,203-43.6% |
| Participant deferral / active EE | $567 | $2,591-78.1% | $3,652-84.5% | $3,192-82.2% |
| Admin fee / account holder | $5,293 | $3,610+46.6% | $5,300-0.1% | $4,297+23.2% |