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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 | $59,156 | $56,197+5.3% | $67,652-12.6% | $59,633-0.8% |
| Participation rate | 63.6% | 71.5%-7.8pp | 75.7%-12.0pp | 68.7%-5.0pp |
| Annual return | -1.34% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $832 | $2,844-70.7% | $3,560-76.6% | $3,192-73.9% |
| Admin fee / account holder | $668 | $3,958-83.1% | $4,821-86.1% | $4,297-84.4% |