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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 | $42,242 | $56,197-24.8% | $67,652-37.6% | $59,633-29.2% |
| Participation rate | 48.0% | 71.5%-23.5pp | 75.7%-27.7pp | 68.7%-20.7pp |
| Annual return | -0.15% | 18508.10%-18508.3pp | 6625.40%-6625.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $328 | $1,615-79.7% | $2,266-85.5% | $2,203-85.1% |
| Participant deferral / active EE | $1,216 | $2,844-57.2% | $3,560-65.8% | $3,192-61.9% |
| Admin fee / account holder | $10,878 | $3,958+174.8% | $4,821+125.7% | $4,297+153.2% |