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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 | $36,936 | $52,911-30.2% | $73,309-49.6% | $59,633-38.1% |
| Participation rate | 21.7% | 68.2%-46.5pp | 74.9%-53.2pp | 68.7%-46.9pp |
| Annual return | -0.39% | 12.20%-12.6pp | 5.67%-6.1pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $833 | $1,909-56.4% | $3,237-74.3% | $2,203-62.2% |
| Participant deferral / active EE | $1,311 | $4,069-67.8% | $4,991-73.7% | $3,192-58.9% |
| Admin fee / account holder | $781 | $3,835-79.6% | $5,635-86.1% | $4,297-81.8% |