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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 | $28,274 | $49,177-42.5% | $79,476-64.4% | $64,181-55.9% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -1.26% | -1.16%-0.1pp | 718.21%-719.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $978 | $2,076-52.9% | $2,800-65.1% | $2,381-58.9% |
| Participant deferral / active EE | $693 | $2,821-75.4% | $3,704-81.3% | $3,470-80.0% |
| Admin fee / account holder | $5,101 | $3,839+32.9% | $5,113-0.2% | $4,887+4.4% |