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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 | $58,798 | $58,726+0.1% | $92,240-36.3% | $62,293-5.6% |
| Participation rate | 22.8% | 68.3%-45.5pp | 76.5%-53.7pp | 69.5%-46.7pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.29%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $739 | $2,392-69.1% | $3,680-79.9% | $2,042-63.8% |
| Participant deferral / active EE | $1,160 | $2,766-58.1% | $3,897-70.2% | $3,169-63.4% |
| Admin fee / account holder | $932 | $556+67.5% | $5,194-82.1% | $479+94.4% |