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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 | $28,827 | $56,197-48.7% | $67,652-57.4% | $59,633-51.7% |
| Participation rate | 32.4% | 71.5%-39.1pp | 75.7%-43.3pp | 68.7%-36.3pp |
| Annual return | 0.41% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $555 | $2,844-80.5% | $3,560-84.4% | $3,192-82.6% |
| Admin fee / account holder | $461 | $3,958-88.4% | $4,821-90.4% | $4,297-89.3% |