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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 | $24,432 | $56,197-56.5% | $67,652-63.9% | $59,633-59.0% |
| Participation rate | 51.8% | 71.5%-19.7pp | 75.7%-23.9pp | 68.7%-16.9pp |
| Annual return | 0.71% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $801 | $2,844-71.8% | $3,560-77.5% | $3,192-74.9% |
| Admin fee / account holder | $648 | $3,958-83.6% | $4,821-86.6% | $4,297-84.9% |