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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 | $40,194 | $54,380-26.1% | $68,509-41.3% | $59,633-32.6% |
| Participation rate | 60.0% | 70.2%-10.2pp | 74.7%-14.7pp | 68.7%-8.7pp |
| Annual return | -2.14% | 2.83%-5.0pp | 8.27%-10.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $313 | $1,539-79.7% | $2,278-86.3% | $2,203-85.8% |
| Participant deferral / active EE | $900 | $2,643-66.0% | $3,382-73.4% | $3,192-71.8% |
| Admin fee / account holder | $4,260 | $3,885+9.6% | $5,275-19.2% | $4,297-0.9% |