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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 | $29,419 | $54,380-45.9% | $68,509-57.1% | $59,633-50.7% |
| Participation rate | 34.3% | 70.2%-35.9pp | 74.7%-40.4pp | 68.7%-34.4pp |
| Annual return | -1.61% | 2.83%-4.4pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $293 | $1,539-81.0% | $2,278-87.1% | $2,203-86.7% |
| Participant deferral / active EE | $1,100 | $2,643-58.4% | $3,382-67.5% | $3,192-65.5% |
| Admin fee / account holder | $4,769 | $3,885+22.7% | $5,275-9.6% | $4,297+11.0% |