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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 | $30,678 | $56,197-45.4% | $67,652-54.7% | $59,633-48.6% |
| Participation rate | 39.5% | 71.5%-32.0pp | 75.7%-36.2pp | 68.7%-29.2pp |
| Annual return | -1.28% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $606 | $1,615-62.5% | $2,266-73.3% | $2,203-72.5% |
| Participant deferral / active EE | $763 | $2,844-73.2% | $3,560-78.6% | $3,192-76.1% |
| Admin fee / account holder | $2,062 | $3,958-47.9% | $4,821-57.2% | $4,297-52.0% |