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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 | $23,182 | $56,197-58.7% | $67,652-65.7% | $59,633-61.1% |
| Participation rate | 50.7% | 71.5%-20.8pp | 75.7%-25.0pp | 68.7%-18.0pp |
| Annual return | -2.04% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $735 | $2,844-74.1% | $3,560-79.3% | $3,192-77.0% |
| Admin fee / account holder | $959 | $3,958-75.8% | $4,821-80.1% | $4,297-77.7% |