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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 | $30,267 | $52,911-42.8% | $73,309-58.7% | $59,633-49.2% |
| Participation rate | 34.5% | 68.2%-33.7pp | 74.9%-40.4pp | 68.7%-34.1pp |
| Annual return | -1.59% | 12.20%-13.8pp | 5.67%-7.3pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $729 | $1,909-61.8% | $3,237-77.5% | $2,203-66.9% |
| Participant deferral / active EE | $1,145 | $4,069-71.9% | $4,991-77.1% | $3,192-64.1% |
| Admin fee / account holder | $1,940 | $3,835-49.4% | $5,635-65.6% | $4,297-54.9% |