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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 | $16,938 | $52,678-67.8% | $75,784-77.7% | $59,633-71.6% |
| Participation rate | 53.6% | 67.2%-13.7pp | 75.8%-22.2pp | 68.7%-15.1pp |
| Annual return | -1.91% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $2,015 | $2,193-8.1% | $3,323-39.4% | $2,203-8.5% |
| Participant deferral / active EE | $539 | $2,591-79.2% | $3,652-85.2% | $3,192-83.1% |
| Admin fee / account holder | $790 | $3,610-78.1% | $5,300-85.1% | $4,297-81.6% |