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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 | $34,588 | $57,108-39.4% | $94,229-63.3% | $52,331-33.9% |
| Participation rate | 51.5% | 72.9%-21.4pp | 78.8%-27.3pp | 68.1%-16.6pp |
| Annual return | -0.17% | 1.47%-1.6pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $743 | $1,735-57.2% | $3,587-79.3% | $1,882-60.5% |
| Participant deferral / active EE | $1,008 | $3,040-66.8% | $4,320-76.7% | $3,022-66.7% |
| Admin fee / account holder | $4,348 | $546+695.6% | $6,269-30.7% | $592+634.9% |