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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 | $71,949 | $80,781-10.9% | $102,437-29.8% | $74,478-3.4% |
| Participation rate | 45.1% | 65.7%-20.6pp | 74.5%-29.4pp | 67.2%-22.1pp |
| Annual return | 0.00% | 27.58%-27.6pp | 24.95%-24.9pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,062 | $3,160-66.4% | $3,871-72.6% | $2,626-59.6% |
| Participant deferral / active EE | $1,154 | $3,862-70.1% | $5,060-77.2% | $4,350-73.5% |
| Admin fee / account holder | $609 | $2,372-74.3% | $8,388-92.7% | $1,946-68.7% |