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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 | $47,364 | $56,197-15.7% | $67,652-30.0% | $59,633-20.6% |
| Participation rate | 38.9% | 71.5%-32.6pp | 75.7%-36.8pp | 68.7%-29.8pp |
| Annual return | -0.47% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $380 | $1,615-76.5% | $2,266-83.2% | $2,203-82.7% |
| Participant deferral / active EE | $1,007 | $2,844-64.6% | $3,560-71.7% | $3,192-68.4% |
| Admin fee / account holder | $5,562 | $3,958+40.5% | $4,821+15.4% | $4,297+29.4% |