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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 | $26,120 | $167,353-84.4% | $143,797-81.8% | $134,545-80.6% |
| Participation rate | 61.1% | 84.8%-23.7pp | 80.3%-19.2pp | 81.2%-20.1pp |
| Annual return | -11.53% | 0.48%-12.0pp | -0.04%-11.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $221 | $6,447-96.6% | $5,638-96.1% | $6,401-96.5% |
| Admin fee / account holder | $24,516 | $18,096+35.5% | $14,679+67.0% | $11,431+114.5% |