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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 | $49,404 | $157,296-68.6% | $141,191-65.0% | $152,897-67.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,239 | $5,262-76.5% | $4,736-73.8% | $4,764-74.0% |
| Participant deferral / active EE | $1,548 | $7,111-78.2% | $6,710-76.9% | $5,851-73.5% |
| Admin fee / account holder | $348 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |