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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 | $42,255 | $75,832-44.3% | $147,617-71.4% | $59,633-29.1% |
| Participation rate | 61.3% | 71.6%-10.3pp | 84.6%-23.3pp | 68.7%-7.4pp |
| Annual return | 5.37% | 0.37%+5.0pp | 61.98%-56.6pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $1,095 | $3,485-68.6% | $5,564-80.3% | $2,203-50.3% |
| Participant deferral / active EE | $780 | $3,131-75.1% | $4,895-84.1% | $3,192-75.5% |
| Admin fee / account holder | $2,904 | $5,986-51.5% | $11,612-75.0% | $4,297-32.4% |