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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 | $43,503 | $48,364-10.1% | $71,796-39.4% | $62,881-30.8% |
| Participation rate | 27.8% | 60.6%-32.8pp | 69.1%-41.3pp | 69.3%-41.5pp |
| Annual return | 7.46% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $295 | $1,042-71.7% | $1,924-84.7% | $2,281-87.1% |
| Participant deferral / active EE | $549 | $2,091-73.8% | $2,794-80.4% | $3,203-82.9% |
| Admin fee / account holder | $680 | $3,771-82.0% | $4,815-85.9% | $4,296-84.2% |