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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 | $46,570 | $47,944-2.9% | $67,834-31.3% | $62,881-25.9% |
| Participation rate | 28.7% | 61.1%-32.3pp | 68.8%-40.1pp | 69.3%-40.6pp |
| Annual return | 5.12% | 11.77%-6.6pp | 138.47%-133.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $268 | $1,562-82.8% | $2,403-88.8% | $2,281-88.2% |
| Participant deferral / active EE | $621 | $2,247-72.3% | $3,160-80.3% | $3,203-80.6% |
| Admin fee / account holder | $10,935 | $3,712+194.6% | $4,622+136.6% | $4,296+154.5% |