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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 | $33,975 | $52,911-35.8% | $73,309-53.7% | $59,633-43.0% |
| Participation rate | 38.5% | 68.2%-29.8pp | 74.9%-36.4pp | 68.7%-30.2pp |
| Annual return | -0.90% | 12.20%-13.1pp | 5.67%-6.6pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $744 | $1,909-61.0% | $3,237-77.0% | $2,203-66.2% |
| Participant deferral / active EE | $996 | $4,069-75.5% | $4,991-80.0% | $3,192-68.8% |
| Admin fee / account holder | $3,041 | $3,835-20.7% | $5,635-46.0% | $4,297-29.2% |