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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 | $55,324 | $65,395-15.4% | $182,540-69.7% | $72,975-24.2% |
| Participation rate | 46.4% | 65.4%-19.0pp | 78.0%-31.5pp | 69.5%-23.1pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $357 | $3,563-90.0% | $5,525-93.5% | $3,608-90.1% |
| Admin fee / account holder | $4,050 | $4,245-4.6% | $8,593-52.9% | $5,124-21.0% |