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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 | $48,330 | $56,200-14.0% | $67,653-28.6% | $59,633-19.0% |
| Participation rate | 54.5% | 71.5%-16.9pp | 75.7%-21.1pp | 68.7%-14.1pp |
| Annual return | 0.53% | 18506.71%-18506.2pp | 6625.22%-6624.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,187 | $2,843-58.3% | $3,560-66.7% | $3,192-62.8% |
| Admin fee / account holder | $4,661 | $3,959+17.7% | $4,821-3.3% | $4,297+8.5% |