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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 | $27,262 | $45,566-40.2% | $64,105-57.5% | $59,633-54.3% |
| Participation rate | 41.9% | 60.2%-18.2pp | 68.2%-26.2pp | 68.7%-26.7pp |
| Annual return | 1.01% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $799 | $934-14.4% | $1,820-56.1% | $2,203-63.7% |
| Participant deferral / active EE | $709 | $2,057-65.5% | $2,822-74.9% | $3,192-77.8% |
| Admin fee / account holder | $327 | $3,268-90.0% | $4,499-92.7% | $4,297-92.4% |