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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 | $58,368 | $135,956-57.1% | $123,894-52.9% | $273,972-78.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,500 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $300 | $6,343-95.3% | $5,984-95.0% | $5,287-94.3% |
| Admin fee / account holder | $22,383 | $9,817+128.0% | $8,357+167.8% | $10,133+120.9% |