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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 | $32,973 | $48,364-31.8% | $71,796-54.1% | $62,881-47.6% |
| Participation rate | 42.3% | 60.6%-18.3pp | 69.1%-26.8pp | 69.3%-27.0pp |
| Annual return | 4.93% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $252 | $1,042-75.8% | $1,924-86.9% | $2,281-89.0% |
| Participant deferral / active EE | $804 | $2,091-61.5% | $2,794-71.2% | $3,203-74.9% |
| Admin fee / account holder | $1,206 | $3,771-68.0% | $4,815-75.0% | $4,296-71.9% |