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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 | $40,422 | $89,370-54.8% | $141,197-71.4% | $72,976-44.6% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $938 | $3,115-69.9% | $4,736-80.2% | $2,440-61.6% |
| Participant deferral / active EE | $2,272 | $5,419-58.1% | $6,710-66.1% | $3,608-37.0% |
| Admin fee / account holder | $1,039 | $5,957-82.6% | $10,265-89.9% | $5,124-79.7% |