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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 | $20,489 | $72,177-71.6% | $115,038-82.2% | $59,633-65.6% |
| Participation rate | 54.7% | 72.6%-17.9pp | 81.4%-26.7pp | 68.7%-14.0pp |
| Annual return | -1.03% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $572 | $2,841-79.9% | $4,608-87.6% | $2,203-74.1% |
| Participant deferral / active EE | $1,596 | $4,783-66.6% | $6,026-73.5% | $3,192-50.0% |
| Admin fee / account holder | $504 | $4,927-89.8% | $8,175-93.8% | $4,297-88.3% |