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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 | $21,436 | $72,177-70.3% | $115,038-81.4% | $59,633-64.1% |
| Participation rate | 41.7% | 72.6%-30.9pp | 81.4%-39.7pp | 68.7%-27.0pp |
| Annual return | -0.63% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $591 | $2,841-79.2% | $4,608-87.2% | $2,203-73.2% |
| Participant deferral / active EE | $1,806 | $4,783-62.2% | $6,026-70.0% | $3,192-43.4% |
| Admin fee / account holder | $6,521 | $4,927+32.4% | $8,175-20.2% | $4,297+51.8% |