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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 | $23,961 | $56,197-57.4% | $67,652-64.6% | $59,633-59.8% |
| Participation rate | 53.2% | 71.5%-18.2pp | 75.7%-22.4pp | 68.7%-15.4pp |
| Annual return | 0.16% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $583 | $1,615-63.9% | $2,266-74.3% | $2,203-73.5% |
| Participant deferral / active EE | $610 | $2,844-78.6% | $3,560-82.9% | $3,192-80.9% |
| Admin fee / account holder | $5,066 | $3,958+28.0% | $4,821+5.1% | $4,297+17.9% |