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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 | $38,104 | $167,353-77.2% | $143,797-73.5% | $134,545-71.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -1.05% | 0.48%-1.5pp | -0.04%-1.0pp | 418.37%-419.4pp |
| Employer contribution / active EE | $3,250 | $5,620-42.2% | $4,952-34.4% | $4,742-31.5% |
| Participant deferral / active EE | $477 | $6,447-92.6% | $5,638-91.5% | $6,401-92.6% |
| Admin fee / account holder | $3,814 | $18,096-78.9% | $14,679-74.0% | $11,431-66.6% |