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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 | $40,608 | $56,199-27.7% | $67,652-40.0% | $59,632-31.9% |
| Participation rate | 28.3% | 71.5%-43.1pp | 75.7%-47.3pp | 68.7%-40.3pp |
| Annual return | -1.59% | 18505.31%-18506.9pp | 6625.04%-6626.6pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,118 | $2,844-60.7% | $3,560-68.6% | $3,192-65.0% |
| Admin fee / account holder | $5,118 | $3,958+29.3% | $4,821+6.2% | $4,297+19.1% |