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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 | $29,755 | $78,694-62.2% | $67,653-56.0% | $125,388-76.3% |
| Participation rate | 57.9% | 78.8%-20.9pp | 75.7%-17.8pp | 83.2%-25.3pp |
| Annual return | -0.01% | 9.46%-9.5pp | 6625.22%-6625.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $872 | $3,044-71.4% | $2,266-61.5% | $4,866-82.1% |
| Participant deferral / active EE | $889 | $4,292-79.3% | $3,560-75.0% | $5,352-83.4% |
| Admin fee / account holder | $3,679 | $7,403-50.3% | $4,821-23.7% | $9,541-61.4% |