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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 | $32,416 | $52,678-38.5% | $75,784-57.2% | $59,633-45.6% |
| Participation rate | 32.9% | 67.2%-34.3pp | 75.8%-42.9pp | 68.7%-35.7pp |
| Annual return | -0.08% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $649 | $2,193-70.4% | $3,323-80.5% | $2,203-70.5% |
| Participant deferral / active EE | $917 | $2,591-64.6% | $3,652-74.9% | $3,192-71.3% |
| Admin fee / account holder | $1,203 | $3,610-66.7% | $5,300-77.3% | $4,297-72.0% |