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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 | $42,006 | $48,364-13.1% | $71,796-41.5% | $62,881-33.2% |
| Participation rate | 19.6% | 60.6%-41.0pp | 69.1%-49.5pp | 69.3%-49.7pp |
| Annual return | 5.90% | 13.16%-7.3pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $522 | $1,042-49.9% | $1,924-72.9% | $2,281-77.1% |
| Participant deferral / active EE | $680 | $2,091-67.5% | $2,794-75.7% | $3,203-78.8% |
| Admin fee / account holder | $16,075 | $3,771+326.3% | $4,815+233.9% | $4,296+274.2% |