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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 | $30,048 | $44,103-31.9% | $75,826-60.4% | $64,173-53.2% |
| Participation rate | 28.0% | 62.7%-34.7pp | 68.2%-40.2pp | 69.6%-41.6pp |
| Annual return | -3.20% | -4.72%+1.5pp | 1914.15%-1917.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $404 | $1,446-72.1% | $1,913-78.9% | $2,381-83.0% |
| Participant deferral / active EE | $581 | $2,204-73.7% | $2,862-79.7% | $3,470-83.3% |
| Admin fee / account holder | $440 | $3,506-87.4% | $4,726-90.7% | $4,887-91.0% |