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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 | $52,577 | $87,546-39.9% | $75,784-30.6% | $125,389-58.1% |
| Participation rate | 15.4% | 80.2%-64.8pp | 75.8%-60.4pp | 83.2%-67.8pp |
| Annual return | -3.61% | 13.49%-17.1pp | 9.68%-13.3pp | 282.24%-285.8pp |
| Employer contribution / active EE | $588 | $3,930-85.0% | $3,323-82.3% | $4,866-87.9% |
| Participant deferral / active EE | $736 | $4,230-82.6% | $3,652-79.9% | $5,352-86.3% |
| Admin fee / account holder | $584 | $6,503-91.0% | $5,300-89.0% | $9,541-93.9% |