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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 | $58,875 | $211,946-72.2% | $169,452-65.3% | $135,379-56.5% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -7.31% | 3.26%-10.6pp | 1.83%-9.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $567 | $5,117-88.9% | $4,157-86.4% | $4,779-88.1% |
| Participant deferral / active EE | $844 | $6,075-86.1% | $5,277-84.0% | $5,609-85.0% |
| Admin fee / account holder | $325 | $11,472-97.2% | $9,110-96.4% | $10,828-97.0% |