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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 | $46,028 | $92,219-50.1% | $76,768-40.0% | $135,379-66.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -7.89% | 5.46%-13.3pp | 2.43%-10.3pp | 519.79%-527.7pp |
| Employer contribution / active EE | $891 | $3,216-72.3% | $2,485-64.1% | $4,779-81.4% |
| Participant deferral / active EE | $873 | $4,508-80.6% | $3,852-77.3% | $5,609-84.4% |
| Admin fee / account holder | $373 | $10,749-96.5% | $6,675-94.4% | $10,828-96.6% |