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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 | $22,257 | $56,197-60.4% | $67,652-67.1% | $59,633-62.7% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | 0.78% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $879 | $2,844-69.1% | $3,560-75.3% | $3,192-72.5% |
| Admin fee / account holder | $1,539 | $3,958-61.1% | $4,821-68.1% | $4,297-64.2% |