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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 | $38,417 | $92,219-58.3% | $76,766-50.0% | $135,382-71.6% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -6.94% | 5.46%-12.4pp | 2.43%-9.4pp | 519.77%-526.7pp |
| Employer contribution / active EE | $755 | $3,216-76.5% | $2,485-69.6% | $4,779-84.2% |
| Participant deferral / active EE | $825 | $4,508-81.7% | $3,851-78.6% | $5,609-85.3% |
| Admin fee / account holder | $645 | $10,749-94.0% | $6,675-90.3% | $10,829-94.0% |