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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 | $24,902 | $65,364-61.9% | $92,909-73.2% | $72,975-65.9% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.0%-41.1pp | 69.5%-34.6pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,180 | $3,128-62.3% | $4,238-72.2% | $3,608-67.3% |
| Admin fee / account holder | $997 | $4,251-76.6% | $5,795-82.8% | $5,124-80.5% |