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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 | $36,110 | $140,592-74.3% | $123,105-70.7% | $125,389-71.2% |
| Participation rate | 68.4% | 88.2%-19.8pp | 86.8%-18.4pp | 83.2%-14.8pp |
| Annual return | -3.41% | 16.80%-20.2pp | 13.22%-16.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,313 | $6,041-78.3% | $5,151-74.5% | $4,866-73.0% |
| Participant deferral / active EE | $1,484 | $6,980-78.7% | $6,229-76.2% | $5,352-72.3% |
| Admin fee / account holder | $394 | $11,198-96.5% | $9,014-95.6% | $9,541-95.9% |