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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 | $30,718 | $72,177-57.4% | $115,038-73.3% | $59,633-48.5% |
| Participation rate | 46.2% | 72.6%-26.4pp | 81.4%-35.2pp | 68.7%-22.5pp |
| Annual return | -1.17% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,174 | $2,841-58.7% | $4,608-74.5% | $2,203-46.7% |
| Participant deferral / active EE | $1,433 | $4,783-70.0% | $6,026-76.2% | $3,192-55.1% |
| Admin fee / account holder | $6,099 | $4,927+23.8% | $8,175-25.4% | $4,297+41.9% |