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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 | $45,096 | $59,332-24.0% | $90,223-50.0% | $59,633-24.4% |
| Participation rate | 42.9% | 71.9%-29.1pp | 79.0%-36.2pp | 68.7%-25.8pp |
| Annual return | -2.78% | 3.25%-6.0pp | 1.31%-4.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,125 | $3,031-62.9% | $4,378-74.3% | $2,203-48.9% |
| Participant deferral / active EE | $1,308 | $4,369-70.1% | $5,792-77.4% | $3,192-59.0% |
| Admin fee / account holder | $1,675 | $5,032-66.7% | $7,406-77.4% | $4,297-61.0% |