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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 | $18,141 | $75,832-76.1% | $147,618-87.7% | $59,633-69.6% |
| Participation rate | 51.7% | 71.6%-19.8pp | 84.6%-32.9pp | 68.7%-16.9pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,090 | $3,485-68.7% | $5,565-80.4% | $2,203-50.5% |
| Participant deferral / active EE | $760 | $3,131-75.7% | $4,895-84.5% | $3,192-76.2% |
| Admin fee / account holder | $1,353 | $5,986-77.4% | $11,612-88.3% | $4,297-68.5% |