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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 | $48,934 | $72,177-32.2% | $115,037-57.5% | $59,633-17.9% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | -0.33% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $884 | $2,841-68.9% | $4,608-80.8% | $2,203-59.9% |
| Participant deferral / active EE | $1,222 | $4,783-74.5% | $6,026-79.7% | $3,192-61.7% |
| Admin fee / account holder | $2,038 | $4,927-58.6% | $8,175-75.1% | $4,297-52.6% |