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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 | $43,820 | $52,678-16.8% | $75,784-42.2% | $59,633-26.5% |
| Participation rate | 57.8% | 67.2%-9.4pp | 75.8%-18.0pp | 68.7%-10.9pp |
| Annual return | -2.45% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,990 | $2,193-9.3% | $3,323-40.1% | $2,203-9.6% |
| Participant deferral / active EE | $797 | $2,591-69.2% | $3,652-78.2% | $3,192-75.0% |
| Admin fee / account holder | $837 | $3,610-76.8% | $5,300-84.2% | $4,297-80.5% |