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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 | $29,916 | $56,197-46.8% | $67,652-55.8% | $59,633-49.8% |
| Participation rate | 17.1% | 71.5%-54.3pp | 75.7%-58.5pp | 68.7%-51.5pp |
| Annual return | 1.67% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $798 | $2,844-71.9% | $3,560-77.6% | $3,192-75.0% |
| Admin fee / account holder | $16,825 | $3,958+325.1% | $4,821+249.0% | $4,297+291.6% |