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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 | $16,122 | $33,120-51.3% | $40,757-60.4% | $59,633-73.0% |
| Participation rate | 34.0% | 70.7%-36.7pp | 79.3%-45.2pp | 68.7%-34.6pp |
| Annual return | -0.37% | 1.43%-1.8pp | -0.50%+0.1pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $481 | $2,119-77.3% | $3,004-84.0% | $2,203-78.1% |
| Participant deferral / active EE | $563 | $2,513-77.6% | $3,485-83.8% | $3,192-82.4% |
| Admin fee / account holder | $2,586 | $2,449+5.6% | $4,272-39.5% | $4,297-39.8% |