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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 | $52,229 | $65,704-20.5% | $94,229-44.6% | $59,633-12.4% |
| Participation rate | 41.3% | 72.1%-30.9pp | 78.8%-37.5pp | 68.7%-27.4pp |
| Annual return | -2.32% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $437 | $2,021-78.4% | $3,587-87.8% | $2,203-80.1% |
| Participant deferral / active EE | $1,321 | $3,143-58.0% | $4,320-69.4% | $3,192-58.6% |
| Admin fee / account holder | $1,009 | $4,265-76.3% | $6,269-83.9% | $4,297-76.5% |