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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 | $102,609-45.9% | $98,090-43.4% | $138,895-60.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $313 | $3,867-91.9% | $3,606-91.3% | $4,194-92.5% |
| Participant deferral / active EE | $926 | $8,167-88.7% | $7,845-88.2% | $6,396-85.5% |
| Admin fee / account holder | $8,837 | $11,434-22.7% | $11,815-25.2% | $12,562-29.7% |