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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 | $62,000 | $152,651-59.4% | $105,218-41.1% | $125,393-50.6% |
| Participation rate | 44.4% | 81.5%-37.1pp | 77.2%-32.8pp | 83.2%-38.7pp |
| Annual return | -2.03% | 8.24%-10.3pp | 5.33%-7.4pp | 282.23%-284.3pp |
| Employer contribution / active EE | $4,131 | $4,802-14.0% | $3,255+26.9% | $4,866-15.1% |
| Participant deferral / active EE | $1,457 | $6,660-78.1% | $4,867-70.1% | $5,351-72.8% |
| Admin fee / account holder | $1,908 | $14,248-86.6% | $6,992-72.7% | $9,541-80.0% |