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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 | $19,368 | $59,116-67.2% | $86,438-77.6% | $68,486-71.7% |
| Participation rate | 61.3% | 75.2%-13.9pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | 1.01% | -0.23%+1.2pp | 4397.19%-4396.2pp | -7.85%+8.9pp |
| Employer contribution / active EE | $1,100 | $2,519-56.3% | $3,769-70.8% | $2,597-57.6% |
| Participant deferral / active EE | $1,471 | $5,902-75.1% | $6,952-78.8% | $4,028-63.5% |
| Admin fee / account holder | $1,914 | $5,639-66.1% | $6,733-71.6% | $5,404-64.6% |