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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 | $26,845 | $56,197-52.2% | $67,652-60.3% | $59,633-55.0% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -0.42% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $853 | $2,844-70.0% | $3,560-76.0% | $3,192-73.3% |
| Admin fee / account holder | $413 | $3,958-89.6% | $4,821-91.4% | $4,297-90.4% |