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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 | $35,221 | $72,177-51.2% | $115,038-69.4% | $59,633-40.9% |
| Participation rate | 37.7% | 72.6%-34.9pp | 81.4%-43.7pp | 68.7%-31.0pp |
| Annual return | -1.96% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $470 | $2,841-83.5% | $4,608-89.8% | $2,203-78.7% |
| Participant deferral / active EE | $1,510 | $4,783-68.4% | $6,026-74.9% | $3,192-52.7% |
| Admin fee / account holder | $531 | $4,927-89.2% | $8,175-93.5% | $4,297-87.6% |