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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 | $45,137 | $140,592-67.9% | $123,105-63.3% | $125,389-64.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -2.13% | 16.80%-18.9pp | 13.22%-15.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,300 | $6,041-78.5% | $5,151-74.8% | $4,866-73.3% |
| Participant deferral / active EE | $2,188 | $6,980-68.7% | $6,229-64.9% | $5,352-59.1% |
| Admin fee / account holder | $771 | $11,198-93.1% | $9,014-91.5% | $9,541-91.9% |