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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 | $52,724 | $47,944+10.0% | $67,834-22.3% | $62,881-16.2% |
| Participation rate | 20.0% | 61.1%-41.1pp | 68.8%-48.8pp | 69.3%-49.3pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $363 | $1,562-76.7% | $2,403-84.9% | $2,281-84.1% |
| Participant deferral / active EE | $516 | $2,247-77.0% | $3,160-83.7% | $3,203-83.9% |
| Admin fee / account holder | $436 | $3,712-88.2% | $4,622-90.6% | $4,296-89.8% |