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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 | $27,383 | $56,200-51.3% | $67,653-59.5% | $59,633-54.1% |
| Participation rate | 38.8% | 71.5%-32.7pp | 75.7%-36.9pp | 68.7%-29.9pp |
| Annual return | 0.03% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $924 | $2,843-67.5% | $3,560-74.0% | $3,192-71.0% |
| Admin fee / account holder | $2,342 | $3,959-40.8% | $4,821-51.4% | $4,297-45.5% |