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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 | $33,205 | $39,162-15.2% | $100,671-67.0% | $59,633-44.3% |
| Participation rate | 12.3% | 55.9%-43.6pp | 70.7%-58.4pp | 68.7%-56.4pp |
| Annual return | 0.00% | 21.07%-21.1pp | 20.43%-20.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $293 | $1,151-74.5% | $4,012-92.7% | $2,203-86.7% |
| Participant deferral / active EE | $601 | $1,992-69.8% | $3,144-80.9% | $3,192-81.2% |
| Admin fee / account holder | $9,877 | $2,969+232.6% | $4,850+103.7% | $4,297+129.9% |