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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 | $33,524 | $89,367-62.5% | $141,191-76.3% | $72,975-54.1% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,331 | $3,115-57.3% | $4,736-71.9% | $2,440-45.4% |
| Participant deferral / active EE | $2,164 | $5,419-60.1% | $6,710-67.8% | $3,608-40.0% |
| Admin fee / account holder | $1,142 | $5,957-80.8% | $10,264-88.9% | $5,124-77.7% |