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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 | $54,354 | $56,197-3.3% | $67,652-19.7% | $59,633-8.9% |
| Participation rate | 59.4% | 71.5%-12.1pp | 75.7%-16.3pp | 68.7%-9.3pp |
| Annual return | -1.00% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $799 | $1,615-50.5% | $2,266-64.7% | $2,203-63.7% |
| Participant deferral / active EE | $1,077 | $2,844-62.1% | $3,560-69.7% | $3,192-66.3% |
| Admin fee / account holder | $3,103 | $3,958-21.6% | $4,821-35.6% | $4,297-27.8% |