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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 | $46,458 | $92,219-49.6% | $76,768-39.5% | $135,379-65.7% |
| Participation rate | 29.2% | 79.8%-50.6pp | 77.0%-47.8pp | 82.6%-53.5pp |
| Annual return | -7.39% | 5.46%-12.9pp | 2.43%-9.8pp | 519.79%-527.2pp |
| Employer contribution / active EE | $872 | $3,216-72.9% | $2,485-64.9% | $4,779-81.7% |
| Participant deferral / active EE | $1,301 | $4,508-71.1% | $3,852-66.2% | $5,609-76.8% |
| Admin fee / account holder | $1,459 | $10,749-86.4% | $6,675-78.1% | $10,828-86.5% |