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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 | $47,468 | $72,177-34.2% | $115,038-58.7% | $59,633-20.4% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -1.45% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,285 | $2,841-54.8% | $4,608-72.1% | $2,203-41.7% |
| Participant deferral / active EE | $1,816 | $4,783-62.0% | $6,026-69.9% | $3,192-43.1% |
| Admin fee / account holder | $1,394 | $4,927-71.7% | $8,175-82.9% | $4,297-67.6% |