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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 | $23,957 | $75,828-68.4% | $147,617-83.8% | $59,632-59.8% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | 3.38% | 0.37%+3.0pp | 61.98%-58.6pp | 2041.32%-2037.9pp |
| Employer contribution / active EE | $1,308 | $3,485-62.4% | $5,565-76.5% | $2,203-40.6% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,082 | $5,985-48.5% | $11,611-73.5% | $4,297-28.3% |