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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 | $23,205 | $85,766-72.9% | $136,295-83.0% | $70,131-66.9% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.97%-5156.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,370 | $2,966-53.8% | $4,695-70.8% | $2,342-41.5% |
| Participant deferral / active EE | $2,021 | $5,051-60.0% | $6,247-67.7% | $3,332-39.3% |
| Admin fee / account holder | $524 | $5,420-90.3% | $9,243-94.3% | $4,645-88.7% |