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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 | $28,430 | $167,362-83.0% | $143,799-80.2% | $134,532-78.9% |
| Participation rate | 23.5% | 84.8%-61.3pp | 80.3%-56.8pp | 81.2%-57.7pp |
| Annual return | -0.73% | 0.47%-1.2pp | -0.04%-0.7pp | 418.27%-419.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,699 | $6,447-73.7% | $5,638-69.9% | $6,401-73.5% |
| Admin fee / account holder | $51,002 | $18,094+181.9% | $14,677+247.5% | $11,429+346.3% |