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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 | $60,121 | $40,275+49.3% | $57,356+4.8% | $59,633+0.8% |
| Participation rate | 0.0% | 69.1%-69.1pp | 75.1%-75.1pp | 68.7%-68.7pp |
| Annual return | 2.15% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,738 | $1,921-9.5% | $2,689-35.3% | $2,203-21.1% |
| Participant deferral / active EE | $477 | $2,400-80.1% | $3,162-84.9% | $3,192-85.1% |
| Admin fee / account holder | $11,222 | $2,820+297.9% | $3,357+234.3% | $4,297+161.2% |