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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 | $49,107 | $56,197-12.6% | $67,652-27.4% | $59,633-17.7% |
| Participation rate | 65.5% | 71.5%-6.0pp | 75.7%-10.1pp | 68.7%-3.2pp |
| Annual return | -0.37% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $531 | $1,615-67.1% | $2,266-76.6% | $2,203-75.9% |
| Participant deferral / active EE | $1,215 | $2,844-57.3% | $3,560-65.9% | $3,192-61.9% |
| Admin fee / account holder | $5,727 | $3,958+44.7% | $4,821+18.8% | $4,297+33.3% |