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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 | $28,423 | $39,162-27.4% | $100,671-71.8% | $59,633-52.3% |
| Participation rate | 25.3% | 55.9%-30.6pp | 70.7%-45.4pp | 68.7%-43.4pp |
| Annual return | -1.26% | 21.07%-22.3pp | 20.43%-21.7pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $244 | $1,151-78.8% | $4,012-93.9% | $2,203-88.9% |
| Participant deferral / active EE | $552 | $1,992-72.3% | $3,144-82.5% | $3,192-82.7% |
| Admin fee / account holder | $4,605 | $2,969+55.1% | $4,850-5.0% | $4,297+7.2% |