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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 | $41,783 | $48,364-13.6% | $71,796-41.8% | $62,881-33.6% |
| Participation rate | 47.4% | 60.6%-13.3pp | 69.1%-21.7pp | 69.3%-21.9pp |
| Annual return | 8.43% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $471 | $1,042-54.8% | $1,924-75.5% | $2,281-79.4% |
| Participant deferral / active EE | $794 | $2,091-62.0% | $2,794-71.6% | $3,203-75.2% |
| Admin fee / account holder | $1,356 | $3,771-64.1% | $4,815-71.8% | $4,296-68.4% |