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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 | $55,477 | $100,970-45.1% | $96,576-42.6% | $137,256-59.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $313 | $3,809-91.8% | $3,553-91.2% | $4,156-92.5% |
| Participant deferral / active EE | $926 | $8,286-88.8% | $7,956-88.4% | $6,407-85.5% |
| Admin fee / account holder | $8,837 | $11,312-21.9% | $11,381-22.4% | $12,270-28.0% |