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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 | $41,876 | $52,678-20.5% | $75,784-44.7% | $59,633-29.8% |
| Participation rate | 29.4% | 67.2%-37.8pp | 75.8%-46.4pp | 68.7%-39.3pp |
| Annual return | -2.27% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $580 | $2,193-73.6% | $3,323-82.5% | $2,203-73.7% |
| Participant deferral / active EE | $730 | $2,591-71.8% | $3,652-80.0% | $3,192-77.1% |
| Admin fee / account holder | $2,329 | $3,610-35.5% | $5,300-56.1% | $4,297-45.8% |