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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 | $20,709 | $190,879-89.2% | $160,009-87.1% | $134,532-84.6% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.0%-25.6pp | 81.2%-28.8pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $867 | $4,995-82.6% | $4,225-79.5% | $4,741-81.7% |
| Participant deferral / active EE | $1,005 | $6,924-85.5% | $6,183-83.8% | $6,401-84.3% |
| Admin fee / account holder | $4,772 | $10,495-54.5% | $8,715-45.2% | $11,429-58.2% |