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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 | $61,679 | $45,566+35.4% | $64,105-3.8% | $59,633+3.4% |
| Participation rate | 19.4% | 60.2%-40.8pp | 68.2%-48.8pp | 68.7%-49.3pp |
| Annual return | -0.46% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $506 | $934-45.9% | $1,820-72.2% | $2,203-77.0% |
| Participant deferral / active EE | $894 | $2,057-56.5% | $2,822-68.3% | $3,192-72.0% |
| Admin fee / account holder | $771 | $3,268-76.4% | $4,499-82.9% | $4,297-82.0% |