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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 | $47,212 | $113,941-58.6% | $94,229-49.9% | $125,389-62.3% |
| Participation rate | 36.8% | 82.9%-46.1pp | 78.8%-41.9pp | 83.2%-46.3pp |
| Annual return | -0.39% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $838 | $4,727-82.3% | $3,587-76.6% | $4,866-82.8% |
| Participant deferral / active EE | $1,093 | $5,179-78.9% | $4,320-74.7% | $5,352-79.6% |
| Admin fee / account holder | $7,694 | $8,392-8.3% | $6,269+22.7% | $9,541-19.4% |