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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 | $22,387 | $72,177-69.0% | $115,038-80.5% | $59,633-62.5% |
| Participation rate | 61.5% | 72.6%-11.0pp | 81.4%-19.8pp | 68.7%-7.1pp |
| Annual return | -1.50% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $615 | $2,841-78.4% | $4,608-86.7% | $2,203-72.1% |
| Participant deferral / active EE | $1,574 | $4,783-67.1% | $6,026-73.9% | $3,192-50.7% |
| Admin fee / account holder | $2,343 | $4,927-52.4% | $8,175-71.3% | $4,297-45.5% |