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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 | $105,571 | $100,073+5.5% | $85,126+24.0% | $145,877-27.6% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $538 | $3,236-83.4% | $2,731-80.3% | $4,663-88.5% |
| Participant deferral / active EE | $854 | $5,294-83.9% | $4,523-81.1% | $6,691-87.2% |
| Admin fee / account holder | $334 | $7,261-95.4% | $6,160-94.6% | $13,402-97.5% |