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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 | $22,812 | $82,678-72.4% | $125,391-81.8% | $68,490-66.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,446 | $3,382-57.3% | $4,816-70.0% | $2,597-44.3% |
| Participant deferral / active EE | $2,272 | $6,111-62.8% | $7,448-69.5% | $4,028-43.6% |
| Admin fee / account holder | $3,016 | $6,277-52.0% | $10,009-69.9% | $5,403-44.2% |