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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 | $34,936 | $72,273-51.7% | $101,275-65.5% | $79,856-56.3% |
| Participation rate | 1.7% | 68.5%-66.7pp | 75.8%-74.1pp | 69.6%-67.9pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $448 | $3,282-86.3% | $4,371-89.7% | $3,741-88.0% |
| Admin fee / account holder | $1,702 | $4,401-61.3% | $5,948-71.4% | $5,306-67.9% |