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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 | $31,160 | $45,566-31.6% | $64,105-51.4% | $59,633-47.7% |
| Participation rate | 45.7% | 60.2%-14.5pp | 68.2%-22.5pp | 68.7%-23.0pp |
| Annual return | -0.94% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $465 | $934-50.2% | $1,820-74.4% | $2,203-78.9% |
| Participant deferral / active EE | $803 | $2,057-60.9% | $2,822-71.5% | $3,192-74.8% |
| Admin fee / account holder | $833 | $3,268-74.5% | $4,499-81.5% | $4,297-80.6% |