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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 | $35,599 | $56,197-36.7% | $67,652-47.4% | $59,633-40.3% |
| Participation rate | 38.3% | 71.5%-33.2pp | 75.7%-37.4pp | 68.7%-30.4pp |
| Annual return | -0.82% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $748 | $1,615-53.7% | $2,266-67.0% | $2,203-66.0% |
| Participant deferral / active EE | $1,160 | $2,844-59.2% | $3,560-67.4% | $3,192-63.7% |
| Admin fee / account holder | $734 | $3,958-81.5% | $4,821-84.8% | $4,297-82.9% |