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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 | $37,944 | $65,704-42.3% | $94,229-59.7% | $59,633-36.4% |
| Participation rate | 63.3% | 72.1%-8.9pp | 78.8%-15.5pp | 68.7%-5.4pp |
| Annual return | -0.38% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $810 | $2,021-59.9% | $3,587-77.4% | $2,203-63.2% |
| Participant deferral / active EE | $1,280 | $3,143-59.3% | $4,320-70.4% | $3,192-59.9% |
| Admin fee / account holder | $2,891 | $4,265-32.2% | $6,269-53.9% | $4,297-32.7% |