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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 | $31,055 | $92,219-66.3% | $76,768-59.5% | $135,379-77.1% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -7.48% | 5.46%-12.9pp | 2.43%-9.9pp | 519.79%-527.3pp |
| Employer contribution / active EE | $635 | $3,216-80.3% | $2,485-74.5% | $4,779-86.7% |
| Participant deferral / active EE | $913 | $4,508-79.8% | $3,852-76.3% | $5,609-83.7% |
| Admin fee / account holder | $1,012 | $10,749-90.6% | $6,675-84.8% | $10,828-90.7% |