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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 | $57,594 | $56,197+2.5% | $67,652-14.9% | $59,633-3.4% |
| Participation rate | 38.0% | 71.5%-33.5pp | 75.7%-37.7pp | 68.7%-30.7pp |
| Annual return | 2.20% | 18508.10%-18505.9pp | 6625.40%-6623.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $580 | $2,844-79.6% | $3,560-83.7% | $3,192-81.8% |
| Admin fee / account holder | $5,257 | $3,958+32.8% | $4,821+9.1% | $4,297+22.4% |