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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 | $29,364 | $99,032-70.3% | $80,022-63.3% | $135,379-78.3% |
| Participation rate | 41.2% | 78.4%-37.2pp | 75.8%-34.7pp | 82.6%-41.5pp |
| Annual return | -5.96% | 15.39%-21.3pp | 11.22%-17.2pp | 519.79%-525.7pp |
| Employer contribution / active EE | $660 | $3,043-78.3% | $2,468-73.2% | $4,779-86.2% |
| Participant deferral / active EE | $676 | $4,282-84.2% | $3,686-81.7% | $5,609-87.9% |
| Admin fee / account holder | $1,846 | $10,436-82.3% | $6,521-71.7% | $10,828-82.9% |