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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 | $38,652 | $54,380-28.9% | $68,509-43.6% | $59,633-35.2% |
| Participation rate | 34.5% | 70.2%-35.7pp | 74.7%-40.2pp | 68.7%-34.2pp |
| Annual return | -1.92% | 2.83%-4.7pp | 8.27%-10.2pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $453 | $1,539-70.6% | $2,278-80.1% | $2,203-79.4% |
| Participant deferral / active EE | $907 | $2,643-65.7% | $3,382-73.2% | $3,192-71.6% |
| Admin fee / account holder | $964 | $3,885-75.2% | $5,275-81.7% | $4,297-77.6% |