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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 | $32,508 | $39,162-17.0% | $100,671-67.7% | $59,633-45.5% |
| Participation rate | 11.9% | 55.9%-43.9pp | 70.7%-58.8pp | 68.7%-56.7pp |
| Annual return | -1.79% | 21.07%-22.9pp | 20.43%-22.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $237 | $1,151-79.4% | $4,012-94.1% | $2,203-89.2% |
| Participant deferral / active EE | $358 | $1,992-82.1% | $3,144-88.6% | $3,192-88.8% |
| Admin fee / account holder | $585 | $2,969-80.3% | $4,850-87.9% | $4,297-86.4% |