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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 | $22,375 | $99,875-77.6% | $146,866-84.8% | $86,983-74.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $624 | $3,224-80.7% | $4,425-85.9% | $2,584-75.9% |
| Participant deferral / active EE | $1,341 | $6,322-78.8% | $7,759-82.7% | $4,194-68.0% |
| Admin fee / account holder | $2,994 | $7,838-61.8% | $13,620-78.0% | $7,856-61.9% |