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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 | $30,819 | $48,364-36.3% | $71,796-57.1% | $62,881-51.0% |
| Participation rate | 37.1% | 60.6%-23.5pp | 69.1%-32.0pp | 69.3%-32.2pp |
| Annual return | 5.15% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $299 | $1,042-71.3% | $1,924-84.5% | $2,281-86.9% |
| Participant deferral / active EE | $663 | $2,091-68.3% | $2,794-76.3% | $3,203-79.3% |
| Admin fee / account holder | $12,260 | $3,771+225.1% | $4,815+154.6% | $4,296+185.4% |