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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 | $43,934 | $52,678-16.6% | $75,784-42.0% | $59,633-26.3% |
| Participation rate | 32.5% | 67.2%-34.8pp | 75.8%-43.4pp | 68.7%-36.2pp |
| Annual return | -0.41% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $760 | $2,193-65.3% | $3,323-77.1% | $2,203-65.5% |
| Participant deferral / active EE | $811 | $2,591-68.7% | $3,652-77.8% | $3,192-74.6% |
| Admin fee / account holder | $3,542 | $3,610-1.9% | $5,300-33.2% | $4,297-17.6% |