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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 | $44,828 | $56,197-20.2% | $67,652-33.7% | $59,633-24.8% |
| Participation rate | 46.6% | 71.5%-24.9pp | 75.7%-29.1pp | 68.7%-22.1pp |
| Annual return | 0.81% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,089 | $2,844-61.7% | $3,560-69.4% | $3,192-65.9% |
| Admin fee / account holder | $6,122 | $3,958+54.7% | $4,821+27.0% | $4,297+42.5% |