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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 | $26,812 | $56,197-52.3% | $67,652-60.4% | $59,633-55.0% |
| Participation rate | 16.4% | 71.5%-55.1pp | 75.7%-59.3pp | 68.7%-52.3pp |
| Annual return | 0.26% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $292 | $2,844-89.7% | $3,560-91.8% | $3,192-90.8% |
| Admin fee / account holder | $610 | $3,958-84.6% | $4,821-87.3% | $4,297-85.8% |