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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 | $38,740 | $56,640-31.6% | $78,002-50.3% | $55,167-29.8% |
| Participation rate | 20.0% | 73.3%-53.3pp | 75.5%-55.5pp | 69.0%-49.0pp |
| Annual return | 0.00% | 2868.48%-2868.5pp | 425.99%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $676 | $1,724-60.8% | $2,470-72.6% | $1,963-65.6% |
| Participant deferral / active EE | $874 | $2,778-68.5% | $3,497-75.0% | $3,054-71.4% |
| Admin fee / account holder | $1,551 | $467+232.5% | $5,481-71.7% | $504+207.9% |