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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 | $28,241 | $62,672-54.9% | $185,117-84.7% | $70,126-59.7% |
| Participation rate | 30.1% | 63.8%-33.6pp | 77.3%-47.1pp | 69.5%-39.4pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $756 | $3,272-76.9% | $5,045-85.0% | $3,332-77.3% |
| Admin fee / account holder | $1,724 | $3,932-56.2% | $8,159-78.9% | $4,645-62.9% |