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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 | $19,135 | $87,546-78.1% | $75,784-74.8% | $125,389-84.7% |
| Participation rate | 52.2% | 80.2%-28.0pp | 75.8%-23.6pp | 83.2%-31.0pp |
| Annual return | -0.76% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $757 | $3,930-80.7% | $3,323-77.2% | $4,866-84.4% |
| Participant deferral / active EE | $981 | $4,230-76.8% | $3,652-73.1% | $5,352-81.7% |
| Admin fee / account holder | $514 | $6,503-92.1% | $5,300-90.3% | $9,541-94.6% |