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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 | $26,877 | $89,364-69.9% | $141,177-81.0% | $72,983-63.2% |
| Participation rate | 48.5% | 75.1%-26.6pp | 82.5%-33.9pp | 69.5%-21.0pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $771 | $3,115-75.2% | $4,736-83.7% | $2,440-68.4% |
| Participant deferral / active EE | $1,399 | $5,419-74.2% | $6,710-79.1% | $3,608-61.2% |
| Admin fee / account holder | $5,244 | $5,959-12.0% | $10,263-48.9% | $5,124+2.3% |