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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 | $22,736 | $56,197-59.5% | $67,652-66.4% | $59,633-61.9% |
| Participation rate | 48.8% | 71.5%-22.7pp | 75.7%-26.9pp | 68.7%-19.9pp |
| Annual return | 1.11% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $813 | $1,615-49.6% | $2,266-64.1% | $2,203-63.1% |
| Participant deferral / active EE | $1,076 | $2,844-62.2% | $3,560-69.8% | $3,192-66.3% |
| Admin fee / account holder | $9,876 | $3,958+149.5% | $4,821+104.9% | $4,297+129.8% |