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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 | $36,619 | $52,678-30.5% | $75,784-51.7% | $59,633-38.6% |
| Participation rate | 57.1% | 67.2%-10.1pp | 75.8%-18.7pp | 68.7%-11.5pp |
| Annual return | -0.04% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,411 | $2,193+9.9% | $3,323-27.4% | $2,203+9.5% |
| Participant deferral / active EE | $198 | $2,591-92.4% | $3,652-94.6% | $3,192-93.8% |
| Admin fee / account holder | $2,719 | $3,610-24.7% | $5,300-48.7% | $4,297-36.7% |