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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 | $25,625 | $56,197-54.4% | $67,652-62.1% | $59,633-57.0% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | -0.52% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $826 | $1,615-48.9% | $2,266-63.6% | $2,203-62.5% |
| Participant deferral / active EE | $1,025 | $2,844-64.0% | $3,560-71.2% | $3,192-67.9% |
| Admin fee / account holder | $15,413 | $3,958+289.4% | $4,821+219.7% | $4,297+258.7% |