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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 | $38,083 | $56,197-32.2% | $67,652-43.7% | $59,633-36.1% |
| Participation rate | 27.6% | 71.5%-43.9pp | 75.7%-48.1pp | 68.7%-41.1pp |
| Annual return | -1.04% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $725 | $2,844-74.5% | $3,560-79.6% | $3,192-77.3% |
| Admin fee / account holder | $662 | $3,958-83.3% | $4,821-86.3% | $4,297-84.6% |