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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 | $53,789 | $56,197-4.3% | $67,652-20.5% | $59,633-9.8% |
| Participation rate | 51.2% | 71.5%-20.3pp | 75.7%-24.5pp | 68.7%-17.5pp |
| Annual return | 0.35% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,096 | $2,844-61.5% | $3,560-69.2% | $3,192-65.7% |
| Admin fee / account holder | $991 | $3,958-75.0% | $4,821-79.4% | $4,297-76.9% |