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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 | $39,887 | $65,704-39.3% | $94,229-57.7% | $59,633-33.1% |
| Participation rate | 51.1% | 72.1%-21.0pp | 78.8%-27.7pp | 68.7%-17.6pp |
| Annual return | -0.38% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $804 | $2,021-60.2% | $3,587-77.6% | $2,203-63.5% |
| Participant deferral / active EE | $1,301 | $3,143-58.6% | $4,320-69.9% | $3,192-59.3% |
| Admin fee / account holder | $946 | $4,265-77.8% | $6,269-84.9% | $4,297-78.0% |