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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 | $41,723 | $92,219-54.8% | $76,768-45.7% | $135,379-69.2% |
| Participation rate | 38.5% | 79.8%-41.3pp | 77.0%-38.5pp | 82.6%-44.2pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $746 | $3,216-76.8% | $2,485-70.0% | $4,779-84.4% |
| Participant deferral / active EE | $1,228 | $4,508-72.8% | $3,852-68.1% | $5,609-78.1% |
| Admin fee / account holder | $714 | $10,749-93.4% | $6,675-89.3% | $10,828-93.4% |