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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 | $46,251 | $72,177-35.9% | $115,037-59.8% | $59,633-22.4% |
| Participation rate | 43.5% | 72.6%-29.1pp | 81.4%-37.9pp | 68.7%-25.2pp |
| Annual return | -1.70% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $719 | $2,841-74.7% | $4,608-84.4% | $2,203-67.4% |
| Participant deferral / active EE | $1,414 | $4,783-70.4% | $6,026-76.5% | $3,192-55.7% |
| Admin fee / account holder | $562 | $4,927-88.6% | $8,175-93.1% | $4,297-86.9% |