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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 | $25,076 | $56,197-55.4% | $67,652-62.9% | $59,633-57.9% |
| Participation rate | 37.0% | 71.5%-34.4pp | 75.7%-38.6pp | 68.7%-31.6pp |
| Annual return | -0.48% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $410 | $1,615-74.6% | $2,266-81.9% | $2,203-81.4% |
| Participant deferral / active EE | $852 | $2,844-70.0% | $3,560-76.1% | $3,192-73.3% |
| Admin fee / account holder | $1,087 | $3,958-72.5% | $4,821-77.4% | $4,297-74.7% |