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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 | $37,811 | $56,200-32.7% | $67,653-44.1% | $59,633-36.6% |
| Participation rate | 44.7% | 71.5%-26.8pp | 75.7%-31.0pp | 68.7%-24.0pp |
| Annual return | 0.00% | 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 | $764 | $2,843-73.1% | $3,560-78.5% | $3,192-76.1% |
| Admin fee / account holder | $1,692 | $3,959-57.3% | $4,821-64.9% | $4,297-60.6% |