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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 | $27,858 | $55,449-49.8% | $83,830-66.8% | $56,287-50.5% |
| Participation rate | 11.8% | 68.0%-56.2pp | 76.1%-64.4pp | 69.9%-58.1pp |
| Annual return | -1.34% | -1.38%0pp | 850.97%-852.3pp | -9.96%+8.6pp |
| Employer contribution / active EE | $792 | $2,430-67.4% | $3,631-78.2% | $2,111-62.5% |
| Participant deferral / active EE | $1,175 | $2,935-60.0% | $4,082-71.2% | $3,350-64.9% |
| Admin fee / account holder | $488 | $656-25.7% | $5,479-91.1% | $521-6.4% |