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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 | $36,878 | $48,364-23.7% | $71,796-48.6% | $62,881-41.4% |
| Participation rate | 52.4% | 60.6%-8.2pp | 69.1%-16.7pp | 69.3%-16.9pp |
| Annual return | 7.76% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $336 | $1,042-67.7% | $1,924-82.5% | $2,281-85.2% |
| Participant deferral / active EE | $499 | $2,091-76.1% | $2,794-82.1% | $3,203-84.4% |
| Admin fee / account holder | $340 | $3,771-91.0% | $4,815-92.9% | $4,296-92.1% |