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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 | $45,184 | $48,364-6.6% | $71,796-37.1% | $62,881-28.1% |
| Participation rate | 24.0% | 60.6%-36.6pp | 69.1%-45.1pp | 69.3%-45.3pp |
| Annual return | 5.58% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $356 | $1,042-65.8% | $1,924-81.5% | $2,281-84.4% |
| Participant deferral / active EE | $616 | $2,091-70.5% | $2,794-78.0% | $3,203-80.8% |
| Admin fee / account holder | $667 | $3,771-82.3% | $4,815-86.2% | $4,296-84.5% |