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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 | $33,920 | $70,002-51.5% | $115,038-70.5% | $52,331-35.2% |
| Participation rate | 57.7% | 72.1%-14.4pp | 81.4%-23.6pp | 68.1%-10.4pp |
| Annual return | -1.12% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,299 | $2,715-52.1% | $4,608-71.8% | $1,882-30.9% |
| Participant deferral / active EE | $1,414 | $4,920-71.3% | $6,026-76.5% | $3,022-53.2% |
| Admin fee / account holder | $2,374 | $566+319.5% | $8,175-71.0% | $592+301.3% |