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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 | $23,116 | $167,353-86.2% | $143,797-83.9% | $134,545-82.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 12.42% | 0.48%+11.9pp | -0.04%+12.5pp | 418.37%-406.0pp |
| Employer contribution / active EE | $1,459 | $5,620-74.1% | $4,952-70.5% | $4,742-69.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,471 | $18,096+13.1% | $14,679+39.5% | $11,431+79.1% |