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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 | $35,106 | $84,685-58.5% | $73,836-52.5% | $125,389-72.0% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $231 | $3,123-92.6% | $2,787-91.7% | $4,866-95.2% |
| Participant deferral / active EE | $297 | $3,993-92.6% | $3,583-91.7% | $5,352-94.5% |
| Admin fee / account holder | $1,701 | $5,694-70.1% | $4,882-65.2% | $9,541-82.2% |