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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 | $23,031 | $39,162-41.2% | $100,671-77.1% | $59,632-61.4% |
| Participation rate | 23.3% | 55.9%-32.6pp | 70.7%-47.5pp | 68.7%-45.4pp |
| Annual return | -2.19% | 21.07%-23.3pp | 20.43%-22.6pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $228 | $1,151-80.2% | $4,012-94.3% | $2,203-89.7% |
| Participant deferral / active EE | $520 | $1,992-73.9% | $3,144-83.5% | $3,192-83.7% |
| Admin fee / account holder | $955 | $2,969-67.9% | $4,850-80.3% | $4,297-77.8% |