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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 | $23,067 | $52,678-56.2% | $75,784-69.6% | $59,633-61.3% |
| Participation rate | 41.4% | 67.2%-25.8pp | 75.8%-34.4pp | 68.7%-27.3pp |
| Annual return | -2.39% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $737 | $2,193-66.4% | $3,323-77.8% | $2,203-66.5% |
| Participant deferral / active EE | $929 | $2,591-64.1% | $3,652-74.6% | $3,192-70.9% |
| Admin fee / account holder | $3,178 | $3,610-12.0% | $5,300-40.0% | $4,297-26.0% |