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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 | $35,988 | $48,364-25.6% | $71,796-49.9% | $62,881-42.8% |
| Participation rate | 39.1% | 60.6%-21.5pp | 69.1%-30.0pp | 69.3%-30.2pp |
| Annual return | 6.73% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $320 | $1,042-69.3% | $1,924-83.4% | $2,281-86.0% |
| Participant deferral / active EE | $901 | $2,091-56.9% | $2,794-67.7% | $3,203-71.9% |
| Admin fee / account holder | $634 | $3,771-83.2% | $4,815-86.8% | $4,296-85.2% |