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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 | $54,416 | $92,219-41.0% | $76,768-29.1% | $135,379-59.8% |
| Participation rate | 18.8% | 79.8%-61.0pp | 77.0%-58.2pp | 82.6%-63.9pp |
| Annual return | 0.44% | 5.46%-5.0pp | 2.43%-2.0pp | 519.79%-519.4pp |
| Employer contribution / active EE | $657 | $3,216-79.6% | $2,485-73.6% | $4,779-86.2% |
| Participant deferral / active EE | $826 | $4,508-81.7% | $3,852-78.6% | $5,609-85.3% |
| Admin fee / account holder | $419 | $10,749-96.1% | $6,675-93.7% | $10,828-96.1% |