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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 | $44,076 | $54,320-18.9% | $67,653-34.8% | $52,331-15.8% |
| Participation rate | 51.9% | 73.6%-21.7pp | 75.7%-23.7pp | 68.1%-16.2pp |
| Annual return | 1.75% | 6.81%-5.1pp | 6625.22%-6623.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,021 | $1,544-33.8% | $2,266-54.9% | $1,882-45.7% |
| Participant deferral / active EE | $1,341 | $2,950-54.6% | $3,560-62.3% | $3,022-55.6% |
| Admin fee / account holder | $1,632 | $527+209.9% | $4,821-66.1% | $592+175.9% |