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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 | $29,801 | $89,370-66.7% | $141,197-78.9% | $72,976-59.2% |
| Participation rate | 45.3% | 75.1%-29.8pp | 82.5%-37.2pp | 69.5%-24.2pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,062 | $3,115-65.9% | $4,736-77.6% | $2,440-56.5% |
| Participant deferral / active EE | $2,265 | $5,419-58.2% | $6,710-66.2% | $3,608-37.2% |
| Admin fee / account holder | $2,068 | $5,957-65.3% | $10,265-79.8% | $5,124-59.6% |