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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 | $40,594 | $48,364-16.1% | $71,796-43.5% | $62,881-35.4% |
| Participation rate | 14.9% | 60.6%-45.7pp | 69.1%-54.2pp | 69.3%-54.4pp |
| Annual return | 5.85% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $184 | $1,042-82.3% | $1,924-90.4% | $2,281-91.9% |
| Participant deferral / active EE | $489 | $2,091-76.6% | $2,794-82.5% | $3,203-84.7% |
| Admin fee / account holder | $643 | $3,771-83.0% | $4,815-86.7% | $4,296-85.0% |