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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 | $32,202 | $167,533-80.8% | $151,645-78.8% | $134,545-76.1% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -0.49% | 7.81%-8.3pp | 3.34%-3.8pp | 418.37%-418.9pp |
| Employer contribution / active EE | $6,087 | $6,828-10.9% | $6,165-1.3% | $4,742+28.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $585 | $13,781-95.8% | $11,614-95.0% | $11,431-94.9% |