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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 | $40,453 | $92,219-56.1% | $76,767-47.3% | $135,380-70.1% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -4.01% | 5.46%-9.5pp | 2.43%-6.4pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,768 | $3,216-45.0% | $2,485-28.8% | $4,779-63.0% |
| Participant deferral / active EE | $877 | $4,508-80.5% | $3,852-77.2% | $5,609-84.4% |
| Admin fee / account holder | $9,971 | $10,749-7.2% | $6,675+49.4% | $10,828-7.9% |