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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 | $35,115 | $78,694-55.4% | $67,652-48.1% | $125,389-72.0% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | 0.17% | 9.46%-9.3pp | 6625.40%-6625.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,205 | $3,044-60.4% | $2,266-46.8% | $4,866-75.2% |
| Participant deferral / active EE | $1,205 | $4,292-71.9% | $3,560-66.1% | $5,352-77.5% |
| Admin fee / account holder | $70,880 | $7,403+857.5% | $4,821+1370.3% | $9,541+642.9% |