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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 | $74,553 | $56,197+32.7% | $67,652+10.2% | $59,633+25.0% |
| Participation rate | 20.5% | 71.5%-51.0pp | 75.7%-55.2pp | 68.7%-48.2pp |
| Annual return | 1.95% | 18508.10%-18506.2pp | 6625.40%-6623.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $323 | $2,844-88.6% | $3,560-90.9% | $3,192-89.9% |
| Admin fee / account holder | $1,899 | $3,958-52.0% | $4,821-60.6% | $4,297-55.8% |