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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 | $29,572 | $65,704-55.0% | $94,229-68.6% | $59,633-50.4% |
| Participation rate | 40.4% | 72.1%-31.8pp | 78.8%-38.4pp | 68.7%-28.3pp |
| Annual return | -1.70% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $487 | $2,021-75.9% | $3,587-86.4% | $2,203-77.9% |
| Participant deferral / active EE | $1,021 | $3,143-67.5% | $4,320-76.4% | $3,192-68.0% |
| Admin fee / account holder | $6,779 | $4,265+59.0% | $6,269+8.1% | $4,297+57.8% |