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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 | $18,131 | $40,275-55.0% | $57,356-68.4% | $59,633-69.6% |
| Participation rate | 61.7% | 69.1%-7.4pp | 75.1%-13.4pp | 68.7%-6.9pp |
| Annual return | -1.10% | 27.52%-28.6pp | 24.41%-25.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $493 | $1,921-74.3% | $2,689-81.6% | $2,203-77.6% |
| Participant deferral / active EE | $546 | $2,400-77.2% | $3,162-82.7% | $3,192-82.9% |
| Admin fee / account holder | $935 | $2,820-66.9% | $3,357-72.2% | $4,297-78.2% |