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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 | $36,298 | $99,652-63.6% | $78,778-53.9% | $147,585-75.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $474 | $2,796-83.0% | $1,986-76.1% | $4,876-90.3% |
| Participant deferral / active EE | $617 | $3,664-83.2% | $2,958-79.1% | $5,439-88.7% |
| Admin fee / account holder | $2,213 | $7,155-69.1% | $5,134-56.9% | $10,885-79.7% |