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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 | $115,528 | $211,946-45.5% | $169,452-31.8% | $135,379-14.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -2.93% | 3.26%-6.2pp | 1.83%-4.8pp | 519.79%-522.7pp |
| Employer contribution / active EE | $994 | $5,117-80.6% | $4,157-76.1% | $4,779-79.2% |
| Participant deferral / active EE | $994 | $6,075-83.6% | $5,277-81.2% | $5,609-82.3% |
| Admin fee / account holder | $1,024 | $11,472-91.1% | $9,110-88.8% | $10,828-90.5% |